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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWM
551
KDK Private Wealth Management
Texas
$517K +$531K +1,795 New
VCA
552
Verdence Capital Advisors
Maryland
$517K – – –
SWM
553
SK Wealth Management
Rhode Island
$514K – – –
AAS
554
Annex Advisory Services
Wisconsin
$507K +$522K +1,763 New
SWP
555
Summit Wealth Partners
Florida
$507K -$10.1K -34 -2%
SWM
556
Stark Wealth Management
Pennsylvania
$507K +$521K +1,762 New
OMC
557
Old Mission Capital
Illinois
$505K -$217K -733 -29%
AWA
558
Arete Wealth Advisors
Illinois
$505K +$81.4K +275 +19%
RWM
559
Rialto Wealth Management
New York
$504K +$518K +1,751 New
TCA
560
Trifecta Capital Advisors
Illinois
$500K – – –
GI
561
GLOBALT Investments
Georgia
$499K – – –
LMKC
562
L.M. Kohn & Company
Ohio
$499K +$513K +1,733 New
AIM
563
Allen Investment Management
New York
$495K – – –
CWA
564
Cascade Wealth Advisors
Washington
$494K -$53.2K -180 -9%
ACA
565
Aptus Capital Advisors
Alabama
$494K +$38.2K +129 +8%
NFC
566
Northstar Financial Companies
Pennsylvania
$489K +$503K +1,699 New
AIM
567
Athena Investment Management
California
$488K – – –
CWM
568
Castle Wealth Management
Florida
$487K – – –
CWM
569
Cranbrook Wealth Management
Michigan
$486K -$2.07K -7 -0.4%
JWM
570
Jupiter Wealth Management
Colorado
$484K – – –
IAG
571
Investmark Advisory Group
Connecticut
$484K – – –
D
572
Dentgroup
Louisiana
$480K -$3.55K -12 -0.7%
JIC
573
Joel Isaacson & Co
New York
$480K – – –
HFA
574
High Falls Advisors
New York
$479K +$18K +61 +4%
CD
575
Chapin Davis
Maryland
$479K – – –
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