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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
376
Chicago Partners Investment Group
Illinois
$336K – – –
HH
377
Hilltop Holdings
Texas
$336K – – –
MA
378
Montag & Associates
Georgia
$329K – – –
WI
379
WBI Investments
New Jersey
$329K +$322K +1,762 New
AIM
380
Allen Investment Management
New York
$328K – – –
MFW
381
Mosaic Family Wealth
Missouri
$328K +$6.75K +37 +2%
EWA
382
EP Wealth Advisors
California
$326K +$56.6K +310 +22%
CCM
383
Coldstream Capital Management
Washington
$320K +$313K +1,713 New
FDCC
384
Foster Dykema Cabot & Co
Massachusetts
$318K +$310K +1,701 New
VDI
385
Vaughan David Investments
Illinois
$316K +$309K +1,691 New
STA
386
Summit Trail Advisors
New York
$307K +$294K +1,611 New
LW
387
Linscomb Wealth
Texas
$299K -$5.29K -29 -2%
JIC
388
Joel Isaacson & Co
New York
$296K – – –
PFA
389
Paradigm Financial Advisors
Missouri
$296K +$365 +2 +0.1%
OIA
390
OneDigital Investment Advisors
Kansas
$295K +$198K +1,082 +217%
BCM
391
BTC Capital Management
Iowa
$293K – – –
HPWM
392
Highland Private Wealth Management
Washington
$290K -$39.4K -216 -3%
CAL
393
Capital Advisors Ltd
Ohio
$287K – – –
BO
394
Bank OZK
Arkansas
$283K -$98.6K -540 -26%
CG
395
Caprock Group
Idaho
$281K -$52.2K -286 -17%
APA
396
American Portfolios Advisors
New York
$279K +$273K +1,497 New
KFC
397
Klingenstein Fields & Co
New York
$278K – – –
GKIM
398
GW&K Investment Management
Massachusetts
$277K +$270K +1,481 New
WA
399
Wealth Architects
California
$272K +$266K +1,457 New
AA
400
AlphaMark Advisors
Kentucky
$269K -$16.4K -90 -6%
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