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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
476
SOA Wealth Advisors
New York
$575K -$146K -534 -21%
ECA
477
Elevated Capital Advisors
Utah
$572K +$551K +2,013 New
FCBT
478
First Citizens Bank & Trust
North Carolina
$571K +$11.2K +41 +2%
WP
479
WealthPLAN Partners
Nebraska
$569K -$1.1K -4 -0.2%
FAIM
480
Financial Advocates Investment Management
Washington
$569K -$5.75K -21 -1%
TW
481
Transform Wealth
Colorado
$568K +$15.6K +57 +3%
AO
482
Advisor OS
Illinois
$564K – – –
CAM
483
Congress Asset Management
Massachusetts
$563K +$109K +397 +25%
HIMC
484
Heritage Investors Management Corp
Maryland
$563K +$543K +1,983 New
PTP
485
Platform Technology Partners
New York
$562K +$542K +1,979 New
AFM
486
Armstrong Fleming & Moore
District of Columbia
$559K +$24.4K +89 +5%
NL
487
NWAM LLC
Washington
$556K +$536K +1,958 New
MFC
488
Morris Financial Concepts
South Carolina
$556K – – –
PL
489
Plancorp LLC
Missouri
$556K -$3.83K -14 -0.7%
SCM
490
Sterling Capital Management
North Carolina
$552K +$532K +1,942 New
EWM
491
Evercore Wealth Management
New York
$549K – – –
PAM
492
Palisade Asset Management
Minnesota
$546K – – –
PCIA
493
Prime Capital Investment Advisors
Kansas
$545K – – –
GF
494
Gries Financial
Ohio
$543K +$548 +2 +0.1%
CWA
495
Cascade Wealth Advisors
Washington
$539K – – –
SAM
496
Seelaus Asset Management
New Jersey
$537K -$20.5K -75 -4%
KIG
497
Kowal Investment Group
Wisconsin
$531K -$2.46K -9 -0.5%
FCP
498
Fidelis Capital Partners
Florida
$526K +$122K +446 +32%
MA
499
MJP Associates
Connecticut
$525K – – –
DJSG
500
D.J. St. Germain
Massachusetts
$524K – – –
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