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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
451
WealthPLAN Partners
Nebraska
$735K -$35.3K -117 -5%
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$735K -$22.6K -75 -3%
LT
453
Legacy Trust
Michigan
$733K -$14.2K -47 -2%
SC
454
Sepio Capital
Utah
$732K – – –
SW
455
SkyOak Wealth
Michigan
$726K -$13.6K -45 -2%
SAM
456
Smithbridge Asset Management
Pennsylvania
$722K – – –
FMI
457
F/M Investments
District of Columbia
$721K – – –
FB
458
Fulton Bank
Pennsylvania
$720K -$3.62K -12 -0.5%
IWS
459
Integrity Wealth Solutions
Colorado
$720K +$302 +1 +0%
PPWM
460
PFG Private Wealth Management
Florida
$720K +$678K +2,248 New
SC
461
Sierra Capital
Florida
$711K – – –
PPWP
462
Premier Path Wealth Partners
New Jersey
$709K -$4.22K -14 -0.6%
TPW
463
Transatlantique Private Wealth
New York
$704K – – –
SWM
464
Sentinel Wealth Management
Virginia
$698K – – –
AWA
465
American Wealth Advisors
Georgia
$697K +$657K +2,179 New
PCIA
466
Prime Capital Investment Advisors
Kansas
$678K +$16.6K +55 +3%
ECM
467
Elgethun Capital Management
South Dakota
$664K – – –
TC
468
Trilogy Capital
California
$661K +$623K +2,066 New
SAM
469
Smartleaf Asset Management
Massachusetts
$659K +$57K +189 +10%
HPC
470
HM Payson & Co
Maine
$656K -$22K -73 -3%
NW
471
NewEdge Wealth
Pennsylvania
$652K -$6.64K -22 -1%
CCB
472
Country Club Bank
Missouri
$649K -$106K -350 -15%
SIP
473
Stoneridge Investment Partners
Pennsylvania
$647K +$64.6K +214 +12%
HPM
474
Hoxton Planning & Management
West Virginia
$645K +$20.2K +67 +3%
CT
475
Colonial Trust
South Carolina
$645K -$3.92K -13 -0.6%
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