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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
501
S&CO Inc
Massachusetts
$399K – – –
OIM
502
Oder Investment Management
California
$398K -$9K -29 -2%
MSA
503
Marino Stram & Associates
Massachusetts
$398K +$411K +1,323 New
NCM
504
Nelson Capital Management
California
$397K – – –
CCM
505
Colorado Capital Management
Colorado
$392K – – –
SFG
506
Summit Financial Group
West Virginia
$391K – – –
LW
507
Linscomb Wealth
Texas
$389K – – –
BSB
508
Bangor Savings Bank
Maine
$388K – – –
GRP
509
Global Retirement Partners
California
$383K -$621 -2 -0.2%
AIA
510
Arbor Investment Advisors
North Carolina
$380K -$1.86K -6 -0.5%
PWPS
511
Pinnacle Wealth Planning Services
Ohio
$379K -$5.59K -18 -1%
AIA
512
Arcadia Investment Advisors
Idaho
$378K -$54.9K -177 -12%
RIM
513
Regent Investment Management
Kentucky
$376K – – –
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$376K +$43.8K +141 +13%
SC
515
Scotia Capital
Ontario, Canada
$372K +$9.62K +31 +3%
WS
516
Wedbush Securities
California
$369K +$381K +1,227 New
MWP
517
MYCIO Wealth Partners
Pennsylvania
$368K -$108K -347 -22%
FA
518
Faithward Advisors
Pennsylvania
$367K +$379K +1,220 New
RHJA
519
Rice Hall James & Associates
California
$366K -$4.17M -13,428 -92%
MWM
520
Modera Wealth Management
New Jersey
$363K – – –
WANY
521
Wealthspire Advisors (New York)
New York
$363K +$78.2K +252 +26%
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$362K +$31.3K +101 +9%
S
523
Surevest
California
$355K – – –
SIA
524
SkyView Investment Advisors
New Jersey
$354K – – –
SCM
525
Snow Capital Management
Pennsylvania
$352K – – –
19 20
21
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