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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
451
Rice Hall James & Associates
California
$373K +$82.9K +372 +26%
HIIFS
452
Harel Insurance Investments & Financial Services
Israel
$371K – – –
SWP
453
Summit Wealth Partners
Florida
$371K – – –
OIA
454
OneDigital Investment Advisors
Kansas
$367K +$13.6K +61 +4%
CIA
455
Caerus Investment Advisors
Texas
$366K +$396K +1,775 New
EWA
456
Exencial Wealth Advisors
Oklahoma
$363K -$206K -923 -34%
NFG
457
Nations Financial Group
Iowa
$362K -$15.8K -71 -4%
SC
458
Savant Capital
Illinois
$362K +$5.57K +25 +1%
RWA
459
Ropes Wealth Advisors
Massachusetts
$358K – – –
HF
460
HRT Financial
New York
$358K +$388K +1,738 New
AIM
461
Allen Investment Management
New York
$355K – – –
JIC
462
Joel Isaacson & Co
New York
$354K -$39K -175 -9%
SWM
463
Spire Wealth Management
Virginia
$353K -$36.3K -163 -9%
UCB
464
United Community Bank
South Carolina
$353K – – –
MA
465
Montag & Associates
Georgia
$351K – – –
GP
466
Girard Partners
Pennsylvania
$351K +$446 +2 +0.1%
FF
467
FourThought Financial
Florida
$350K +$28.8K +129 +8%
AIM
468
Athena Investment Management
California
$349K – – –
SGAM
469
Stephens Group Asset Management
Arkansas
$347K -$70.7K -317 -16%
SIA
470
Stegner Investment Associates
Kentucky
$346K -$77.4K -347 -17%
FWM
471
FSA Wealth Management
Massachusetts
$345K -$4.42M -19,808 -92%
HGWM
472
Harvest Group Wealth Management
Massachusetts
$345K +$338K +1,515 New
FCBT
473
First Citizens Bank & Trust
North Carolina
$344K +$111K +499 +43%
TC
474
TownSquare Capital
Utah
$342K -$3.79K -17 -1%
5L
475
55I LLC
Massachusetts
$341K -$220K -985 -37%
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19
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