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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
551
Patriot Investment Management Group
Tennessee
$398K – – –
AWA
552
Arkadios Wealth Advisors
Georgia
$395K -$79K -309 -17%
TGAM
553
TBH Global Asset Management
Tennessee
$395K – – –
LWANC
554
Laurel Wealth Advisors (North Carolina)
North Carolina
$392K -$12.8K -50 -3%
ATC
555
Adirondack Trust Company
New York
$392K -$33.2K -130 -8%
OFG
556
Oxford Financial Group
Indiana
$392K -$1.79K -7 -0.5%
WH
557
Willner & Heller
California
$389K +$511 +2 +0.1%
GIA
558
Gladstone Institutional Advisory
Florida
$386K +$15.3K +60 +4%
OCFG
559
O'Connor Financial Group
Illinois
$385K -$1.79K -7 -0.5%
MIG
560
McGuire Investment Group
Rhode Island
$384K +$46.5K +182 +15%
FCP
561
Fidelis Capital Partners
Florida
$383K +$362K +1,415 New
RCP
562
Rothschild Capital Partners
New York
$383K +$361K +1,414 New
TFF
563
The Family Firm
Maryland
$382K +$256 +1 +0.1%
MC
564
Moors & Cabot
Massachusetts
$379K +$49.1K +192 +16%
BBP
565
Banco BTG Pactual
Brazil
$379K +$50.8K +199 +17%
TFS
566
Thoroughbred Financial Services
Tennessee
$378K -$25.8K -101 -7%
KFI
567
Key Financial Inc
Pennsylvania
$377K – – –
EBA
568
Eagle Bay Advisors
New York
$376K +$208K +813 +141%
KF
569
KKM Financial
Illinois
$376K +$355K +1,388 New
PAM
570
Pegasus Asset Management
New York
$375K – – –
PA
571
Parallel Advisors
California
$375K +$92.8K +363 +36%
LCM
572
Legato Capital Management
California
$370K +$349K +1,367 New
CAM
573
Congress Asset Management
Massachusetts
$367K -$11.2M -44,023 -97%
PWM
574
PBMares Wealth Management
Virginia
$367K -$6.13K -24 -2%
FMC
575
First Merchants Corp
Indiana
$367K – – –
21 22
23
24 25