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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Sentinel Wealth Management
Virginia
$704K – – –
IA
502
IFP Advisors
Florida
$698K +$258K +792 +58%
CIA
503
Concurrent Investment Advisors
Florida
$697K +$329K +1,011 +88%
OWA
504
One Wealth Advisors
California
$696K +$701K +2,156 New
AWA
505
American Wealth Advisors
Georgia
$693K -$10.4K -32 -1%
ECM
506
Elgethun Capital Management
South Dakota
$670K – – –
SWA
507
SOA Wealth Advisors
New York
$666K +$101K +312 +18%
SF
508
Symphony Financial
Texas
$664K +$663K +2,039 New
HPC
509
HM Payson & Co
Maine
$662K – – –
JSL
510
JT Stratford LLC
Georgia
$650K +$654K +2,012 New
PCIA
511
Prime Capital Investment Advisors
Kansas
$641K -$43.9K -135 -6%
CT
512
Colonial Trust
South Carolina
$638K -$13.3K -41 -2%
MFC
513
Morris Financial Concepts
South Carolina
$632K – – –
TNA
514
True North Advisors
Texas
$631K +$636K +1,954 New
PTP
515
Platform Technology Partners
New York
$627K – – –
PAM
516
Palisade Asset Management
Minnesota
$621K – – –
EIM
517
Essex Investment Management
Massachusetts
$617K +$621K +1,910 New
HPM
518
Hoxton Planning & Management
West Virginia
$610K -$42K -129 -6%
DB
519
Dravo Bay
Delaware
$608K +$3.25K +10 +0.5%
AUB
520
Atlantic Union Bankshares
Virginia
$608K – – –
VT
521
Vise Technologies
New York
$607K +$177K +545 +41%
B
522
Bensler
Washington
$607K -$182K -560 -23%
NAM
523
NTV Asset Management
West Virginia
$607K – – –
BBP
524
Banco BTG Pactual
Brazil
$598K – – –
MIAS
525
Mason Investment Advisory Services
Virginia
$597K – – –
19 20
21
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