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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
526
Allworth Financial
California
$242K +$5.68K +28 +3%
LWP
527
Legacy Wealth Planning
Nevada
$242K +$230K +1,132 New
PCA
528
Personal Capital Advisors
California
$239K – – –
PFGIA
529
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$11.8K +58 +5%
TNBTD
530
Trustmark National Bank Trust Department
Mississippi
$237K -$40.6K -200 -15%
C
531
Certuity
Florida
$235K +$223K +1,097 New
SVWAG
532
Sound View Wealth Advisors Group
Georgia
$234K – – –
TWP
533
Total Wealth Planning
Ohio
$233K -$6.5K -32 -3%
TC
534
Telemus Capital
Michigan
$233K – – –
EP
535
Edgestream Partners
New Jersey
$233K +$221K +1,090 New
JFG
536
JMG Financial Group
Illinois
$232K – – –
PIA
537
Perennial Investment Advisors
California
$229K +$217K +1,067 New
HPWM
538
Highland Private Wealth Management
Washington
$228K -$12.4K -61 -2%
MMHP
539
Murphy Middleton Hinkle & Parker
Georgia
$228K +$216K +1,064 New
WA
540
Wealth Architects
California
$227K +$215K +1,057 New
PIM
541
Penobscot Investment Management
Massachusetts
$227K +$215K +1,058 New
AWS
542
AJ Wealth Strategies
New York
$226K – – –
IFWM
543
Institute for Wealth Management
Colorado
$225K -$1.83K -9 -0.9%
FWCM
544
Ferguson Wellman Capital Management
Oregon
$225K – – –
FNBOO
545
First National Bank of Omaha
Nebraska
$225K – – –
HIMC
546
Heritage Investors Management Corp
Maryland
$220K +$209K +1,028 New
CW
547
CreativeOne Wealth
Kansas
$219K +$207K +1,022 New
TC
548
TownSquare Capital
Utah
$217K -$1.42K -7 -0.7%
AIA
549
Arbor Investment Advisors
North Carolina
$215K +$203K +1,002 New
LDB
550
Lee, Danner & Bass
Tennessee
$215K +$204K +1,004 New
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