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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
Summit Wealth Partners
Florida
$536K – – –
PWP
552
Perfromance Wealth Partners
Illinois
$536K – – –
SI
553
Shaker Investments
Ohio
$534K -$563K -1,732 -51%
ML
554
MLP3 LLC
New Jersey
$533K +$537K +1,651 New
JIC
555
Joel Isaacson & Co
New York
$532K – – –
CD
556
Chapin Davis
Maryland
$531K -$325 -1 -0.1%
SWA
557
Stratos Wealth Advisors
Ohio
$529K -$12.4K -38 -2%
BPC
558
Bearing Point Capital
Minnesota
$525K -$24.4K -75 -4%
TCM
559
Tassel Capital Management
North Carolina
$523K – – –
IAG
560
Investmark Advisory Group
Connecticut
$522K +$325 +1 +0.1%
UF
561
Univest Financial
Pennsylvania
$521K +$976 +3 +0.2%
CAG
562
Curtis Advisory Group
California
$518K -$8.46K -26 -2%
UAG
563
United Advisor Group
Ohio
$517K +$243K +747 +87%
DWM
564
Diversify Wealth Management
Utah
$514K +$6.83K +21 +1%
SCM
565
Sunbeam Capital Management
Georgia
$508K -$55K -169 -10%
RA
566
RFG Advisory
Alabama
$506K -$4.23K -13 -0.8%
FFM
567
Forum Financial Management
Illinois
$505K -$1.3K -4 -0.3%
MA
568
Montag & Associates
Georgia
$505K – – –
BSB
569
Bangor Savings Bank
Maine
$501K – – –
PTC
570
Private Trust Company
Ohio
$500K +$12.4K +38 +3%
DPI
571
Diversified Portfolios Inc
Michigan
$498K -$3.9K -12 -0.8%
CWA
572
Centennial Wealth Advisory
Michigan
$497K +$22.4K +69 +5%
CAG
573
Csenge Advisory Group
Florida
$494K +$101K +309 +25%
GHA
574
Granite Harbor Advisors
Texas
$491K +$4.55K +14 +0.9%
AWM
575
Avaii Wealth Management
Wisconsin
$487K -$6.5K -20 -1%
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