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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
326
Connecticut Wealth Management
Connecticut
$372K +$635 +4 +0.2%
CW
327
Cobiz Wealth
Colorado
$367K – – –
OC
328
Oakworth Capital
Alabama
$360K -$10.5K -66 -3%
JFG
329
JMG Financial Group
Illinois
$360K – – –
BA
330
BKS Advisors
Michigan
$359K – – –
SMC
331
Smith, Moore & Co
Missouri
$359K +$125K +789 +55%
DJSG
332
D.J. St. Germain
Massachusetts
$344K -$79.4K -500 -19%
GC
333
Gilbert & Cook
Iowa
$332K -$79.4K -500 -20%
EAM
334
Evanson Asset Management
California
$331K – – –
ST
335
Sageworth Trust
Pennsylvania
$329K – – –
PMFA
336
Plante Moran Financial Advisors
Michigan
$325K – – –
PFA
337
Paradigm Financial Advisors
Missouri
$320K +$4.76K +30 +2%
GRP
338
Global Retirement Partners
California
$320K +$17K +107 +6%
MIH
339
Madison Investment Holdings
Wisconsin
$319K – – –
PFO
340
Pathstone Family Office
New Jersey
$316K +$310K +1,954 New
IC
341
Intersect Capital
California
$302K -$119K -747 -29%
PO
342
Private Ocean
California
$301K +$317 +2 +0.1%
HTC
343
Haverford Trust Company
Pennsylvania
$294K – – –
HH
344
Hilltop Holdings
Texas
$292K -$37.3K -235 -12%
HFS
345
HL Financial Services
Kentucky
$288K -$153K -961 -35%
MA
346
Montag & Associates
Georgia
$285K -$39.7K -250 -12%
RG
347
Rikoon Group
New Mexico
$285K +$476 +3 +0.2%
AIM
348
Allen Investment Management
New York
$284K – – –
GLA
349
Good Life Advisors
Pennsylvania
$282K -$8.41K -53 -3%
CG
350
Caprock Group
Idaho
$280K -$31.3K -197 -10%
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