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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
576
Key Financial Inc
Pennsylvania
$593K – – –
SCM
577
Sage Capital Management
New Jersey
$590K +$730 +2 +0.1%
PTC
578
Private Trust Company
Ohio
$590K – – –
DWM
579
Diversify Wealth Management
Utah
$588K – – –
DAS
580
Diversify Advisory Services
Utah
$588K +$574K +1,574 New
TNA
581
True North Advisors
Texas
$587K -$169K -463 -24%
KA
582
KLCM Advisors
Wisconsin
$581K – – –
LIA
583
LS Investment Advisors
Michigan
$581K – – –
WH
584
Willner & Heller
California
$575K +$730 +2 +0.1%
CIAS
585
Capital Investment Advisory Services
North Carolina
$574K +$454K +1,244 +584%
OC
586
Oakworth Capital
Alabama
$572K – – –
CFO
587
Callan Family Office
Pennsylvania
$572K +$48.2K +132 +10%
OFG
588
Oxford Financial Group
Indiana
$570K – – –
SWP
589
Summit Wealth Partners
Florida
$570K – – –
AAG
590
Armstrong Advisory Group
Massachusetts
$567K +$25.5K +70 +5%
AWM
591
Avaii Wealth Management
Wisconsin
$563K -$13.9K -38 -3%
CAG
592
Curtis Advisory Group
California
$561K -$39.8K -109 -7%
RWP
593
RWA Wealth Partners
Massachusetts
$557K -$7.66K -21 -1%
SI
594
Shaker Investments
Ohio
$557K -$69.3K -190 -12%
P8IP
595
Pier 88 Investment Partners
California
$552K – – –
MPPHD
596
Maloon Powers Pitre Higgins & Dennehy
California
$550K +$510K +1,397 New
EBA
597
Eagle Bay Advisors
New York
$547K – – –
EAM
598
Empirical Asset Management
Massachusetts
$546K – – –
PWM
599
Parkshore Wealth Management
California
$544K -$112K -306 -18%
NB
600
Nicolet Bankshares
Wisconsin
$541K – – –
22 23
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