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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Summit Wealth Partners
Florida
$472K – – –
FWA
502
FSM Wealth Advisors
Ohio
$471K -$20.8K -80 -4%
IWM
503
IHT Wealth Management
Illinois
$470K -$3.12K -12 -0.7%
BW
504
Bison Wealth
Georgia
$467K – – –
VCA
505
Verdence Capital Advisors
Maryland
$459K – – –
TCA
506
Trifecta Capital Advisors
Illinois
$456K – – –
GI
507
GLOBALT Investments
Georgia
$455K – – –
AIM
508
Allen Investment Management
New York
$452K – – –
NW
509
NewEdge Wealth
Pennsylvania
$450K -$88.3K -340 -17%
CWM
510
Cranbrook Wealth Management
Michigan
$448K – – –
AIM
511
Athena Investment Management
California
$445K – – –
CWM
512
Castle Wealth Management
Florida
$444K – – –
CD
513
Chapin Davis
Maryland
$442K – – –
IAG
514
Investmark Advisory Group
Connecticut
$442K -$260 -1 -0.1%
JIC
515
Joel Isaacson & Co
New York
$437K -$1.3K -5 -0.3%
SFA
516
Sequoia Financial Advisors
Ohio
$434K +$8.57K +33 +2%
BAAM
517
Baker Avenue Asset Management
California
$428K – – –
FPAS
518
Focus Partners Advisor Solutions
Missouri
$427K -$779 -3 -0.2%
AIA
519
Armor Investment Advisors
North Carolina
$425K -$26K -100 -6%
SIA
520
Stegner Investment Associates
Kentucky
$424K – – –
HFA
521
High Falls Advisors
New York
$421K +$260 +1 +0.1%
CAM
522
Congress Asset Management
Massachusetts
$416K +$60K +231 +17%
IAIM
523
International Assets Investment Management
Florida
$416K +$26.2K +101 +7%
AWM
524
Avaii Wealth Management
Wisconsin
$415K -$64.4K -248 -14%
OFG
525
Oxford Financial Group
Indiana
$411K +$30.9K +119 +8%
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