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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
601
Clare Market Investments
Texas
$354K -$13.2K -50 -4%
PWPS
602
Pinnacle Wealth Planning Services
Ohio
$353K – – –
SWM
603
Selective Wealth Management
Virginia
$352K – – –
MC
604
Moors & Cabot
Massachusetts
$352K -$1.32K -5 -0.4%
RMA
605
Roffman Miller Associates
Pennsylvania
$352K +$4.74K +18 +1%
KFS
606
Kaizen Financial Strategies
California
$350K +$26.3K +100 +9%
C
607
Certuity
Florida
$349K +$7.63K +29 +2%
FA
608
Fiducient Advisors
Illinois
$348K +$526 +2 +0.2%
RWM
609
Ritholtz Wealth Management
New York
$348K +$321K +1,218 New
MWM
610
Mascagni Wealth Management
Mississippi
$345K +$263 +1 +0.1%
PP
611
Patten & Patten
Tennessee
$344K – – –
KWS
612
Keystone Wealth Services
California
$342K – – –
FSA
613
Financial Sense Advisors
California
$340K -$746K -2,835 -70%
REMPR
614
Roof Eidam Maycock Peralta (REMP)
California
$337K – – –
FWP
615
Falcon Wealth Planning
California
$336K -$19.7K -75 -6%
AIC
616
Allodium Investment Consultants
Minnesota
$335K – – –
TWP
617
Triad Wealth Partners
Kansas
$334K -$526 -2 -0.2%
EFG
618
Embree Financial Group
Illinois
$334K +$263 +1 +0.1%
TPA
619
Trivium Point Advisory
Connecticut
$333K – – –
CWM
620
Cordatus Wealth Management
Pennsylvania
$332K -$2.9K -11 -0.9%
BIA
621
BHK Investment Advisors
Alabama
$331K +$35.5K +135 +13%
MFWP
622
Mosaic Family Wealth Partners
Missouri
$329K – – –
OWA
623
Opal Wealth Advisors
New York
$329K +$96.1K +365 +46%
ONB
624
Old National Bancorp
Indiana
$327K +$301K +1,143 New
FWTB
625
First Western Trust Bank
Colorado
$326K -$5K -19 -2%
23 24
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