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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
351
Phocas Financial Corp
California
$450K – – –
RSWM
352
Robertson Stephens Wealth Management
California
$446K +$593 +3 +0.1%
GIA
353
Gladstone Institutional Advisory
Florida
$445K -$28.5K -144 -6%
CAL
354
Capital Advisors Ltd
Ohio
$444K +$37.6K +190 +9%
DMC
355
Drexel Morgan & Co
Pennsylvania
$435K – – –
MWA
356
Martel Wealth Advisors
Washington
$431K -$10.3K -52 -2%
CCM
357
Colorado Capital Management
Colorado
$426K – – –
DJSG
358
D.J. St. Germain
Massachusetts
$426K – – –
NNP
359
Nachman Norwood & Parrott
South Carolina
$423K – – –
HFA
360
High Falls Advisors
New York
$416K +$396 +2 +0.1%
PAM
361
Palisade Asset Management
Minnesota
$415K – – –
MIH
362
Madison Investment Holdings
Wisconsin
$414K – – –
GC
363
Gilbert & Cook
Iowa
$412K – – –
EAM
364
Evanson Asset Management
California
$409K – – –
GIA
365
GHP Investment Advisors
Colorado
$407K +$198 +1 +0%
TW
366
Towerpoint Wealth
California
$406K -$5.93K -30 -1%
PMFA
367
Plante Moran Financial Advisors
Michigan
$404K – – –
IWA
368
Inspirion Wealth Advisors
Illinois
$402K – – –
JWM
369
Jupiter Wealth Management
Colorado
$402K – – –
SBSB
370
Sullivan, Bruyette, Speros & Blaney
Virginia
$400K +$394K +1,992 New
BBHC
371
Brown Brothers Harriman & Co
New York
$391K +$378K +1,912 +5,168%
RMA
372
Roffman Miller Associates
Pennsylvania
$387K -$57.6K -291 -13%
PA
373
Parallel Advisors
California
$387K +$198 +1 +0.1%
GFS
374
GYL Financial Synergies
Connecticut
$386K -$1.58K -8 -0.4%
LCG
375
Lisanti Capital Growth
New York
$385K -$89K -450 -19%
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15
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