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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
601
Falcon Wealth Planning
California
$250K – – –
KIG
602
Kowal Investment Group
Wisconsin
$249K +$235K +1,027 New
SW
603
SlateStone Wealth
Florida
$249K -$20.6K -90 -8%
HCA
604
Harbour Capital Advisors
Virginia
$248K – – –
APW
605
Austin Private Wealth
Texas
$247K – – –
BCC
606
Bridge City Capital
Oregon
$246K -$113K -491 -33%
PTC
607
Private Trust Company
Ohio
$244K -$50.7K -221 -18%
SCA
608
Stillwater Capital Advisors
Pennsylvania
$243K – – –
VDI
609
Vaughan David Investments
Illinois
$243K – – –
LCM
610
Lynwood Capital Management
Ontario, Canada
$243K +$229K +1,000 New
CG
611
Cutler Group
California
$242K +$229K +1,000 New
MWA
612
Monograph Wealth Advisors
California
$241K – – –
BOSSRA
613
B.O.S.S. Retirement Advisors
Utah
$240K +$11.9K +52 +6%
NP
614
NorthRock Partners
Minnesota
$240K -$178K -778 -44%
CS
615
Cannell & Spears
New York
$239K – – –
EFG
616
Everhart Financial Group
Ohio
$239K -$2.52K -11 -1%
LWM
617
LJI Wealth Management
Indiana
$236K – – –
TA
618
TFG Advisers
Michigan
$236K -$2.29K -10 -1%
TCOV
619
Trust Company of Vermont
Vermont
$235K +$1.38K +6 +0.6%
RWM
620
Rockwood Wealth Management
Pennsylvania
$235K – – –
LSA
621
L & S Advisors
California
$233K – – –
FNBOO
622
First National Bank of Omaha
Nebraska
$233K -$68.8K -300 -24%
EWM
623
Evercore Wealth Management
New York
$233K – – –
ACP
624
Aveo Capital Partners
Colorado
$230K +$229 +1 +0.1%
KCM
625
Kanawha Capital Management
Virginia
$230K – – –
23 24
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