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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBVA
351
Banco Bilbao Vizcaya Argentaria
Spain
$907K +$936K +3,015 New
AA
352
Alesco Advisors
New York
$902K – – –
CC
353
Chicago Capital
Illinois
$899K -$124K -399 -12%
SFA
354
Sequoia Financial Advisors
Ohio
$894K +$72.3K +233 +9%
IAIM
355
International Assets Investment Management
Florida
$894K +$568K +1,830 +153%
VC
356
Veery Capital
Delaware
$891K -$4.97K -16 -0.5%
MIAS
357
Mason Investment Advisory Services
Virginia
$881K -$80.7K -260 -8%
CI
358
Chartist Inc
California
$874K -$52.8K -170 -6%
WCF
359
West Coast Financial
California
$868K – – –
KF
360
Krilogy Financial
Missouri
$843K +$310 +1 +0%
YIH
361
Y-Intercept (HK)
Hong Kong
$837K +$884K +2,849 New
SFPG
362
Stonebridge Financial Planning Group
Florida
$832K +$380K +1,223 +79%
DIA
363
Dana Investment Advisors
Wisconsin
$829K +$268K +863 +46%
FB
364
Fulton Bank
Pennsylvania
$818K – – –
PAIM
365
Punch & Associates Investment Management
Minnesota
$816K – – –
UAS
366
United Asset Strategies
New York
$807K -$821K -2,644 -50%
GKWIM
367
Gerber Kawasaki Wealth & Investment Management
California
$801K +$9K +29 +1%
EAM
368
Evanson Asset Management
California
$801K +$101K +324 +14%
CW
369
CreativeOne Wealth
Kansas
$801K +$187K +601 +29%
ASN
370
Advisory Services Network
Georgia
$798K +$41.3K +133 +5%
TP
371
Tranquility Partners
Tennessee
$789K +$5.9K +19 +0.7%
DT
372
Diversified Trust
Tennessee
$788K – – –
PWM
373
Perigon Wealth Management
California
$781K +$181K +584 +29%
LIA
374
LS Investment Advisors
Michigan
$774K -$13.7K -44 -2%
CAL
375
Capital Analysts LLC
Pennsylvania
$773K -$54K -174 -6%
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15
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