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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$498K +$553K +2,964 New
AP
327
Appleton Partners
Massachusetts
$495K – – –
CWS
328
Cypress Wealth Services
California
$493K +$5.78K +31 +1%
MC
329
Mathes Company
New York
$492K -$1.05M -5,605 -66%
FPFS
330
First Personal Financial Services
North Carolina
$487K – – –
MIM
331
MetLife Investment Management
New Jersey
$482K +$72.7K +390 +16%
FMW
332
Farr Miller & Washington
District of Columbia
$479K – – –
OAM
333
Oberweis Asset Management
Illinois
$474K +$526K +2,820 New
BRWA
334
B. Riley Wealth Advisors
Florida
$472K -$1.22M -6,540 -70%
RG
335
Renaissance Group
Kentucky
$467K +$519K +2,781 New
HCM
336
Hollencrest Capital Management
California
$466K -$517K -2,773 -50%
CBT
337
Capital Bank & Trust
California
$465K +$496K +2,658 +2,416%
WI
338
Wedgewood Investors
Pennsylvania
$463K – – –
MCM
339
Murphy Capital Management
New Jersey
$461K – – –
OWA
340
One Wealth Advisors
California
$459K +$444K +2,379 +678%
CAM
341
Cresset Asset Management
Illinois
$452K +$502K +2,692 New
CBU
342
CIBC Bank USA
Illinois
$450K – – –
DT
343
Diversified Trust
Tennessee
$449K +$9.88K +53 +2%
WCF
344
West Coast Financial
California
$447K -$60.8K -326 -11%
GT
345
Glenview Trust
Kentucky
$445K – – –
PHAM
346
Palisades Hudson Asset Management
Florida
$436K +$1.86K +10 +0.4%
RFM
347
Royal Fund Management
Florida
$431K -$1.86K -10 -0.4%
DBRC
348
D.B. Root & Company
Pennsylvania
$430K -$80K -429 -14%
VWA
349
V Wealth Advisors
Kansas
$428K +$9.32K +50 +2%
GPA
350
Garrison Point Advisors
California
$428K +$476K +2,550 New
12 13
14
15 16