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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
BT
501
Banque Transatlantique
France
$867K +$803K +2,200 New
BSTWA
502
Blake Schutter Theil Wealth Advisors
Ohio
$860K -$50K -137 -6%
SWM
503
Sentinel Wealth Management
Virginia
$859K – – –
AWA
504
American Wealth Advisors
Georgia
$846K – – –
ACM
505
Advisors Capital Management
New Jersey
$838K +$776K +2,127 New
CIC
506
Carnegie Investment Counsel
Ohio
$835K -$3.45M -9,455 -82%
RA
507
RFG Advisory
Alabama
$820K +$210K +575 +38%
ECM
508
Elgethun Capital Management
South Dakota
$818K – – –
SW
509
SVB Wealth
Massachusetts
$816K -$170K -466 -18%
RWM
510
Ritholtz Wealth Management
New York
$810K +$243K +665 +48%
LNWTC
511
Laird Norton Wetherby Trust Company
Washington
$806K -$4.74K -13 -0.6%
MC
512
Moors & Cabot
Massachusetts
$788K -$84.7K -232 -10%
HPC
513
HM Payson & Co
Maine
$788K – – –
QT
514
Quantbot Technologies
New York
$788K – – –
MFC
515
Morris Financial Concepts
South Carolina
$771K -$365 -1 -0.1%
PTP
516
Platform Technology Partners
New York
$764K – – –
CWMS
517
CFG Wealth Management Services
Indiana
$761K – – –
PAM
518
Palisade Asset Management
Minnesota
$760K – – –
CT
519
Colonial Trust
South Carolina
$759K -$6.57K -18 -0.9%
BEI
520
Benjamin Edwards Inc
Missouri
$758K -$1.09K -3 -0.2%
QCM
521
QRG Capital Management
Illinois
$757K +$73K +200 +12%
PPWP
522
Premier Path Wealth Partners
New Jersey
$756K -$41.6K -114 -6%
UAG
523
United Advisor Group
Ohio
$749K +$62.4K +171 +10%
HIIFS
524
Harel Insurance Investments & Financial Services
Israel
$749K +$693K +1,900 New
NAM
525
NTV Asset Management
West Virginia
$740K – – –
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