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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
326
Confluence Wealth Services
Pennsylvania
$854K +$92K +402 +12%
AAS
327
Ameritas Advisory Services
Nebraska
$852K -$561K -2,454 -40%
SC
328
Sepio Capital
Utah
$846K +$853K +3,729 New
FCA
329
FinTrust Capital Advisors
South Carolina
$838K – – –
KWM
330
Kingsview Wealth Management
Oregon
$833K -$27.2K -119 -3%
GL
331
Graypoint LLC
New York
$826K – – –
IAN
332
Integrated Advisors Network
Texas
$826K +$67.9K +297 +9%
CB
333
Cadence Bank
Mississippi
$816K – – –
DB
334
Dravo Bay
Delaware
$808K +$98.8K +432 +14%
VC
335
Veery Capital
Delaware
$805K +$35.5K +155 +5%
GT
336
Glenview Trust
Kentucky
$805K +$194K +850 +31%
CAG
337
Crestwood Advisors Group
Massachusetts
$799K -$94.5K -413 -10%
SCM
338
Stordahl Capital Management
Colorado
$798K -$6.86K -30 -0.8%
WSFS
339
Wilmington Savings Fund Society
Delaware
$797K -$11.4K -50 -1%
CT
340
Cambridge Trust
Massachusetts
$793K -$160K -700 -17%
NIP
341
Nicholas Investment Partners
California
$793K +$799K +3,495 New
CMI
342
Clare Market Investments
Texas
$774K -$53.5K -234 -6%
RA
343
Riversedge Advisors
Delaware
$774K -$8.46K -37 -1%
KMWM
344
Keudell/Morrison Wealth Management
Oregon
$771K – – –
DTC
345
Davidson Trust Company
Washington
$765K +$25.4K +111 +3%
BB
346
Bell Bank
North Dakota
$763K – – –
WWM
347
Windsor Wealth Management
Indiana
$760K -$946K -4,137 -55%
FWP
348
FAS Wealth Partners
Kansas
$746K -$120K -523 -14%
AP
349
Appleton Partners
Massachusetts
$743K – – –
SW
350
SkyOak Wealth
Michigan
$730K -$15.8K -69 -2%
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14
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