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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
451
Platform Technology Partners
New York
$820K +$257K +870 +44%
SWP
452
Sagespring Wealth Partners
Tennessee
$813K +$835K +2,824 New
IPW
453
Intergy Private Wealth
Colorado
$812K +$592 +2 +0.1%
BB
454
Bell Bank
North Dakota
$811K -$85.8K -290 -9%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$804K – – –
LT
456
Legacy Trust
Michigan
$804K +$48.8K +165 +6%
JWA
457
JFS Wealth Advisors
Pennsylvania
$800K -$296 -1 -0%
PA
458
Procyon Advisors
Connecticut
$798K +$820K +2,771 New
FP
459
Fiduciary Planning
Florida
$796K +$818K +2,765 New
MFIM
460
Mesirow Financial Investment Management
Illinois
$795K +$47.9K +162 +6%
PWW
461
Pettyjohn Wood & White
Virginia
$794K – – –
CAL
462
Capital Analysts LLC
Pennsylvania
$791K +$2.07K +7 +0.3%
BFC
463
Bedel Financial Consulting
Indiana
$782K +$16.6K +56 +2%
HIMC
464
Heritage Investors Management Corp
Maryland
$779K +$214K +723 +36%
PWP
465
Perfromance Wealth Partners
Illinois
$776K -$592 -2 -0.1%
SIA
466
Schechter Investment Advisors
Michigan
$767K +$573K +1,937 +266%
GIS
467
Grayhawk Investment Strategies
Alberta, Canada
$761K – – –
AI
468
Accredited Investors
Minnesota
$753K – – –
SIM
469
Stratos Investment Management
Ohio
$753K +$774K +2,615 New
CWM
470
Copia Wealth Management
Oregon
$747K +$768K +2,596 New
PPA
471
Pacific Point Advisors
California
$744K +$740K +2,500 New
GCM
472
Gables Capital Management
Florida
$741K – – –
HPC
473
HM Payson & Co
Maine
$739K +$88.5K +299 +13%
SCM
474
Stordahl Capital Management
Colorado
$738K -$23.7K -80 -3%
PHAM
475
Palisades Hudson Asset Management
Florida
$737K +$2.96K +10 +0.4%
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