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iShares Russell 2000 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Alesco Advisors
New York
$757K – – –
CI Investments Inc
402
CI Investments Inc
Ontario, Canada
$756K – – –
GP
403
Girard Partners
Pennsylvania
$752K +$287K +1,273 +75%
RWG
404
Regal Wealth Group
California
$749K -$7.89K -35 -1%
CA
405
Clearstead Advisors
Ohio
$747K +$142K +628 +27%
FWP
406
FAS Wealth Partners
Kansas
$742K -$84.3K -374 -11%
SW
407
SkyOak Wealth
Michigan
$733K -$11.3K -50 -2%
WCF
408
West Coast Financial
California
$728K – – –
GPA
409
Guidance Point Advisors
Massachusetts
$725K -$7.89K -35 -1%
NS
410
NBC Securities
Alabama
$719K -$9.92K -44 -2%
IWA
411
Inspirion Wealth Advisors
Illinois
$712K -$676 -3 -0.1%
IPW
412
Intergy Private Wealth
Colorado
$711K +$77.8K +345 +14%
CWM
413
Cornerstone Wealth Management
Missouri
$706K +$181K +802 +40%
JWA
414
JFS Wealth Advisors
Pennsylvania
$704K -$36.3K -161 -5%
FWTB
415
First Western Trust Bank
Colorado
$704K -$132K -587 -17%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$697K +$451 +2 +0.1%
EWM
417
Evercore Wealth Management
New York
$694K +$137K +609 +28%
PPWP
418
Premier Path Wealth Partners
New Jersey
$694K +$620K +2,751 New
CCG
419
Cypress Capital Group
Florida
$692K +$101K +449 +20%
BCM
420
Brookstone Capital Management
Illinois
$690K +$48.2K +214 +8%
CAL
421
Capital Analysts LLC
Pennsylvania
$689K +$46K +204 +8%
PWP
422
Perfromance Wealth Partners
Illinois
$680K -$81.8K -363 -12%
CCFM
423
Clear Creek Financial Management
Washington
$677K +$605K +2,683 New
LA
424
Lane & Associates
New Jersey
$674K +$85.2K +378 +16%
IFPG
425
Intrepid Financial Planning Group
Indiana
$673K -$5.63K -25 -0.9%