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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
376
Navis Wealth Advisors
New York
$744K – – –
KPWS
377
Kestra Private Wealth Services
Texas
$739K +$466K +1,550 +160%
GPA
378
Garrison Point Advisors
California
$738K – – –
PHAM
379
Palisades Hudson Asset Management
Florida
$732K – – –
LNWTC
380
Laird Norton Wetherby Trust Company
Washington
$731K – – –
CAL
381
Capital Analysts LLC
Pennsylvania
$729K -$35.1K -117 -5%
AL
382
Aspiriant LLC
California
$725K – – –
OFG
383
Oxford Financial Group
Indiana
$710K -$2.1K -7 -0.3%
PWM
384
PBMares Wealth Management
Virginia
$709K -$260K -865 -26%
IC
385
IEQ Capital
California
$708K +$300 +1 +0%
PA
386
Parallel Advisors
California
$701K -$60.1K -200 -8%
TNA
387
True North Advisors
Texas
$700K -$9.01K -30 -1%
MCA
388
Morris Capital Advisors
Pennsylvania
$698K – – –
RHJA
389
Rice Hall James & Associates
California
$698K +$227K +755 +47%
ECM
390
Elgethun Capital Management
South Dakota
$695K -$601K -2,000 -46%
CW
391
CreativeOne Wealth
Kansas
$691K +$126K +418 +22%
NOI
392
Newton One Investments
Delaware
$689K +$901 +3 +0.1%
SAM
393
Seelaus Asset Management
New Jersey
$680K – – –
WI
394
Wedgewood Investors
Pennsylvania
$664K -$31.5K -105 -4%
NAM
395
NTV Asset Management
West Virginia
$654K – – –
LWANC
396
Laurel Wealth Advisors (North Carolina)
North Carolina
$652K -$34.5K -115 -5%
B
397
Bailard
California
$649K – – –
FNT
398
First National Trust
Pennsylvania
$644K +$12K +40 +2%
PWM
399
Perigon Wealth Management
California
$642K -$45.1K -150 -6%
HPC
400
HM Payson & Co
Maine
$638K – – –
14 15
16
17 18