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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
601
Gladstone Institutional Advisory
Florida
$432K +$25.1K +85 +6%
TCM
602
Tassel Capital Management
North Carolina
$431K +$443K +1,499 New
CMI
603
Clare Market Investments
Texas
$428K -$43.2K -146 -9%
SCM
604
Sage Capital Management
New Jersey
$428K -$87.9K -297 -17%
OFG
605
Oxford Financial Group
Indiana
$427K -$23.7K -80 -5%
MFG
606
MidWestOne Financial Group
Iowa
$426K – – –
RWM
607
RKL Wealth Management
Pennsylvania
$425K +$437K +1,477 New
NL
608
NWAM LLC
Washington
$425K -$143K -483 -25%
CCG
609
Coastwise Capital Group
California
$424K -$1.18K -4 -0.3%
TGAM
610
TBH Global Asset Management
Tennessee
$420K – – –
VCP
611
Vista Capital Partners
Oregon
$420K +$98.5K +333 +30%
OWM
612
Orgel Wealth Management
Wisconsin
$417K – – –
LSA
613
Lion Street Advisors
Texas
$417K +$5.33K +18 +1%
WH
614
Willner & Heller
California
$417K +$1.48K +5 +0.3%
TFF
615
The Family Firm
Maryland
$411K +$1.48K +5 +0.4%
TFS
616
Thoroughbred Financial Services
Tennessee
$410K +$592 +2 +0.1%
OCFG
617
O'Connor Financial Group
Illinois
$409K – – –
KFI
618
Key Financial Inc
Pennsylvania
$401K – – –
EBA
619
Eagle Bay Advisors
New York
$399K – – –
PAM
620
Pegasus Asset Management
New York
$399K – – –
SAM
621
Synergy Asset Management
Washington
$398K +$411K +1,390 New
BEI
622
Benjamin Edwards Inc
Missouri
$397K +$408K +1,380 New
BBHC
623
Brown Brothers Harriman & Co
New York
$397K – – –
GWA
624
Gutierrez Wealth Advisory
Arkansas
$395K +$406K +1,373 New
GWMR
625
GC Wealth Management RIA
Massachusetts
$392K +$2.96K +10 +0.7%
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