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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$421K – – –
TWP
602
Triad Wealth Partners
Kansas
$419K +$44.6K +134 +11%
OWM
603
Orgel Wealth Management
Wisconsin
$419K – – –
KFC
604
Klingenstein Fields & Co
New York
$418K – – –
QWP
605
Quotient Wealth Partners
Texas
$418K – – –
SCI
606
S&CO Inc
Massachusetts
$417K – – –
GWA
607
Gutierrez Wealth Advisory
Arkansas
$417K – – –
CFO
608
Callan Family Office
Pennsylvania
$414K -$2.59M -7,797 -86%
C
609
Croban
Ohio
$414K +$13.3K +40 +3%
GHA
610
Granite Harbor Advisors
Texas
$412K -$68.9K -207 -14%
BSB
611
Bangor Savings Bank
Maine
$412K -$79.8K -240 -15%
ABWM
612
Alpine Bank Wealth Management
Colorado
$411K – – –
LW
613
Livet Wealth
Utah
$411K -$2K -6 -0.5%
EFG
614
Ethos Financial Group
Pennsylvania
$410K +$80.5K +242 +23%
PIM
615
Penobscot Investment Management
Massachusetts
$410K – – –
CPA
616
Cardiff Park Advisors
California
$409K – – –
WAC
617
William Allan Corp
Colorado
$408K +$333 +1 +0.1%
KCM
618
Kanawha Capital Management
Virginia
$407K – – –
GFA
619
Gallagher Fiduciary Advisors
Illinois
$403K -$34.3K -103 -7%
A
620
Argentarii
Ohio
$402K +$64.9K +195 +18%
TAM
621
TCP Asset Management
Ohio
$402K +$426K +1,282 New
PS
622
Principal Securities
Iowa
$402K +$6.99K +21 +2%
KA
623
Klingman & Associates
New York
$402K – – –
PWPS
624
Pinnacle Wealth Planning Services
Ohio
$399K +$12.6K +38 +3%
SSWM
625
Smith Salley Wealth Management
North Carolina
$399K +$42.9K +129 +11%
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