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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
Altavista Wealth Management
North Carolina
$228K – – –
PFA
452
Paradigm Financial Advisors
Missouri
$227K – – –
WIA
453
Wealthstreet Investment Advisors
Texas
$227K – – –
TA
454
TFG Advisers
Michigan
$227K +$397 +2 +0.2%
IA
455
IFG Advisory
Georgia
$227K +$235K +1,183 New
HCA
456
Harbour Capital Advisors
Virginia
$225K – – –
SCM
457
Snow Capital Management
Pennsylvania
$225K – – –
CIA
458
CCM Investment Advisers
South Carolina
$221K – – –
BCA
459
Berman Capital Advisors
Georgia
$218K +$397 +2 +0.2%
UCMOK
460
United Capital Management of KS
Kansas
$217K -$49.6K -250 -18%
OIA
461
OneDigital Investment Advisors
Kansas
$216K -$86.4K -436 -28%
NEPWA
462
New England Private Wealth Advisors
Massachusetts
$216K – – –
WSTAM
463
Wilbanks Smith & Thomas Asset Management
Virginia
$215K -$783K -3,950 -78%
TWP
464
Total Wealth Planning
Ohio
$215K – – –
PCA
465
Personal Capital Advisors
California
$215K +$13.1K +66 +6%
AF
466
Allworth Financial
California
$212K – – –
SVWAG
467
Sound View Wealth Advisors Group
Georgia
$210K -$10.1K -51 -4%
TC
468
Telemus Capital
Michigan
$210K +$216K +1,089 New
BCC
469
Bridge City Capital
Oregon
$209K +$215K +1,084 New
JFG
470
JMG Financial Group
Illinois
$208K – – –
HPWM
471
Highland Private Wealth Management
Washington
$206K -$51K -257 -7%
TC
472
TownSquare Capital
Utah
$206K – – –
IFWM
473
Institute for Wealth Management
Colorado
$204K -$4.76K -24 -2%
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$204K – – –
AWS
475
AJ Wealth Strategies
New York
$203K – – –
17 18
19
20 21