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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
626
Carmichael Hill & Associates
Maryland
$61K +$57.4K +283 New
BCM
627
Bourgeon Capital Management
Connecticut
$59K – – –
CAAS
628
Capital Asset Advisory Services
Michigan
$59K +$54K +266 New
WAP
629
Wealthcare Advisory Partners
Pennsylvania
$56K – – –
CIAS
630
Capital Investment Advisory Services
North Carolina
$55K – – –
CFFP
631
Center for Financial Planning
Michigan
$55K +$52K +256 New
CAC
632
Certified Advisory Corp
Florida
$54K – – –
TT
633
TI-Trust
Illinois
$54K +$50.9K +251 New
LWS
634
Lucia Wealth Services
California
$52K – – –
PCTC
635
Perkins Coie Trust Company
Washington
$46K – – –
AA
636
Ancora Advisors
Ohio
$46K +$43.8K +216 New
RBC
637
Roble Belko & Company
Pennsylvania
$43K – – –
PMFA
638
Plante Moran Financial Advisors
Michigan
$42K -$369K -1,820 -90%
AAP
639
Arax Advisory Partners
Colorado
$42K +$203 +1 +0.5%
ADL
640
Asset Dedication LLC
California
$42K +$3.04K +15 +8%
FMTCOCP
641
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
JHCP
642
Jackson Hole Capital Partners
Oklahoma
$41K – – –
CCP
643
Clarkston Capital Partners
Michigan
$41K +$38.8K +191 New
HWM
644
HighMark Wealth Management
Minnesota
$40K +$37.8K +186 New
IBOK
645
Independence Bank of Kentucky
Kentucky
$39K – – –
ACA
646
Atlas Capital Advisors
Wyoming
$38.1K – – –
APC
647
Aspire Private Capital
North Carolina
$37K – – –
THWM
648
Taylor Hoffman Wealth Management
Virginia
$37K – – –
PA
649
PSI Advisors
Florida
$37K +$35.3K +174 New
MA
650
MCF Advisors
Kentucky
$36K -$203 -1 -0.6%
24 25
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