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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
501
Verdence Capital Advisors
Maryland
$513K – – –
JWM
502
Jupiter Wealth Management
Colorado
$513K – – –
AHC
503
Anderson Hoagland & Co
Missouri
$512K – – –
KPWM
504
KDK Private Wealth Management
Texas
$504K -$8.42K -32 -2%
SWP
505
Summit Wealth Partners
Florida
$504K – – –
MIG
506
McGuire Investment Group
Rhode Island
$501K +$25.3K +96 +6%
CWA
507
Cascade Wealth Advisors
Washington
$501K – – –
SCM
508
Sunbeam Capital Management
Georgia
$498K -$18.4K -70 -4%
TCA
509
Trifecta Capital Advisors
Illinois
$497K – – –
IA
510
Integrity Alliance
Iowa
$496K -$492K -1,869 -52%
UF
511
Univest Financial
Pennsylvania
$494K -$1.55M -5,877 -77%
AIM
512
Allen Investment Management
New York
$492K – – –
IWM
513
IHT Wealth Management
Illinois
$490K -$1.58K -6 -0.3%
DJSG
514
D.J. St. Germain
Massachusetts
$490K – – –
CAP
515
Columbia Advisory Partners
Washington
$488K -$223K -849 -33%
NFC
516
Northstar Financial Companies
Pennsylvania
$486K – – –
AIM
517
Athena Investment Management
California
$484K – – –
CWM
518
Castle Wealth Management
Florida
$484K – – –
PWM
519
Parkshore Wealth Management
California
$483K -$47.4K -180 -10%
CWM
520
Cranbrook Wealth Management
Michigan
$482K – – –
SWA
521
Stratos Wealth Advisors
Ohio
$479K +$3.16K +12 +0.7%
SAM
522
Seelaus Asset Management
New Jersey
$478K -$39.5K -150 -8%
HFA
523
High Falls Advisors
New York
$477K +$263 +1 +0.1%
PWP
524
Perfromance Wealth Partners
Illinois
$474K -$3.42K -13 -0.8%
JIC
525
Joel Isaacson & Co
New York
$471K -$12.1K -46 -3%
19 20
21
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