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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
476
Highland Private Wealth Management
Washington
$210K +$560 +3 +0.1%
BAM
477
Berkshire Asset Management
Pennsylvania
$207K -$187K -1,000 -45%
AAS
478
Avantax Advisory Services
Texas
$207K +$228K +1,225 New
HCA
479
Harbour Capital Advisors
Virginia
$207K +$230K +1,235 New
EIM
480
Essex Investment Management
Massachusetts
$206K -$112K -602 -33%
KIA
481
Kopp Investment Advisors
Minnesota
$202K – – –
SIC
482
Sigma Investment Counselors
Michigan
$202K – – –
GLA
483
Good Life Advisors
Pennsylvania
$202K +$746 +4 +0.3%
EIP
484
Ellis Investment Partners
Pennsylvania
$201K +$223K +1,196 New
PCG
485
Private Capital Group
Connecticut
$196K +$94.4K +506 +77%
AF
486
Allworth Financial
California
$185K – – –
SMFS
487
Squar Milner Financial Services
California
$179K – – –
PFGIA
488
Patriot Financial Group Insurance Agency
Massachusetts
$178K – – –
CC
489
Claybrook Capital
Massachusetts
$175K +$194K +1,040 New
WDL
490
Well Done LLC
Michigan
$175K +$194K +1,040 New
DSC
491
Duncker Streett & Co
Missouri
$171K +$14K +75 +8%
ATC
492
Adirondack Trust Company
New York
$170K – – –
BAM
493
Barrett Asset Management
New York
$159K – – –
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$152K -$4.66K -25 -3%
MLICM
495
Metropolitan Life Insurance Company (MetLife)
New York
$139K – – –
SPL
496
Smart Portfolios LLC
Washington
$136K -$4.22M -22,644 -97%
TCOV
497
Trust Company of Vermont
Vermont
$134K – – –
SHJ
498
Sharkey, Howes & Javer
Colorado
$133K +$19.2K +103 +15%
AF
499
Arrow Financial
New York
$130K -$28.9K -155 -17%
IWP
500
Icon Wealth Partners
Texas
$129K -$39.9K -214 -22%
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