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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
526
WealthShield Partners
North Carolina
$40K – – –
OTC
527
Opera Trading Capital
France
$39K – – –
QAM
528
QCI Asset Management
New York
$39K – – –
JCM
529
Jacobi Capital Management
Pennsylvania
$38K – – –
KJWM
530
Kiley Juergens Wealth Management
Washington
$38K +$37.8K +189 New
EA
531
Edge Advisors
Georgia
$36K -$20K -100 -36%
THWM
532
Taylor Hoffman Wealth Management
Virginia
$36K – – –
MA
533
MCF Advisors
Kentucky
$36K +$1.6K +8 +5%
JFA
534
JNBA Financial Advisors
Minnesota
$35K – – –
NSIM
535
North Star Investment Management
Illinois
$35K – – –
LGWM
536
Litman Gregory Wealth Management
California
$35K +$34.2K +171 New
BCI
537
Brinker Capital Investments
Pennsylvania
$34K – – –
SFC
538
SYM Financial Corp
Indiana
$34K – – –
AAP
539
Arax Advisory Partners
Colorado
$33K – – –
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$33K – – –
BA
541
Ballew Advisors
Mississippi
$33K +$1.2K +6 +4%
WIM
542
Westside Investment Management
California
$30.9K – – –
LFA
543
Legacy Financial Advisors
Kentucky
$30K – – –
VCM
544
Versant Capital Management
Arizona
$30K – – –
WAM
545
Watermark Asset Management
California
$30K – – –
SIS
546
Sound Income Strategies
Florida
$30K +$7.6K +38 +35%
CB
547
Community Bank
New York
$29K – – –
WWMSC
548
Wagner Wealth Management (South Carolina)
South Carolina
$27K +$26.2K +131 New
NSB
549
Norway Savings Bank
Maine
$26K – – –
CPA
550
Clear Perspective Advisors
Illinois
$26K +$2K +10 +8%
20 21
22
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