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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
351
Regent Investment Management
Kentucky
$300K – – –
PA
352
Pinnacle Associates
New York
$296K – – –
LW
353
Linscomb Wealth
Texas
$292K -$510 -3 -0.2%
PFA
354
Paradigm Financial Advisors
Missouri
$284K -$82.4K -485 -23%
JIC
355
Joel Isaacson & Co
New York
$283K -$11.9K -70 -4%
HPWM
356
Highland Private Wealth Management
Washington
$282K -$5.78K -34 -0.5%
BCM
357
BTC Capital Management
Iowa
$281K – – –
FA
358
FDx Advisors
Illinois
$280K -$488K -2,871 -65%
CAL
359
Capital Advisors Ltd
Ohio
$275K – – –
AA
360
AlphaMark Advisors
Kentucky
$274K -$28.9K -170 -10%
KFC
361
Klingenstein Fields & Co
New York
$267K – – –
ONB
362
Old National Bancorp
Indiana
$259K – – –
EWA
363
EP Wealth Advisors
California
$257K +$14.3K +84 +6%
GLA
364
Great Lakes Advisors
Illinois
$253K -$1.02K -6 -0.4%
IP
365
Intellectus Partners
California
$251K +$238K +1,402 New
ICRM
366
Insight Capital Research & Management
California
$249K -$89.4K -526 -27%
PA
367
Parallel Advisors
California
$246K +$340 +2 +0.1%
RG
368
Rikoon Group
New Mexico
$242K +$510 +3 +0.2%
GLA
369
Good Life Advisors
Pennsylvania
$240K -$76.4K -450 -25%
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$234K -$28.9K -170 -12%
AAS
371
Annex Advisory Services
Wisconsin
$233K -$191K -1,125 -46%
BO
372
BRR OpCo
Ohio
$231K – – –
KF
373
Krilogy Financial
Missouri
$229K – – –
BRWA
374
B. Riley Wealth Advisors
Florida
$227K +$215K +1,263 New
HCA
375
Harbour Capital Advisors
Virginia
$221K – – –
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15
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