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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
676
Legacy Advisors
Pennsylvania
$262K +$28.2K +100 +11%
OHWP
677
Oak Harbor Wealth Partners
North Carolina
$262K – – –
SW
678
SlateStone Wealth
Florida
$262K – – –
BIA
679
BHK Investment Advisors
Alabama
$262K – – –
FAIM
680
Financial Advocates Investment Management
Washington
$262K -$264K -934 -48%
CG
681
Caprock Group
Idaho
$261K – – –
BAAM
682
Baker Avenue Asset Management
California
$260K -$172K -610 -37%
LCM
683
Legato Capital Management
California
$260K +$287K +1,018 New
CA
684
CGN Advisors
Kansas
$259K -$7.34K -26 -2%
CVA
685
Central Valley Advisors
California
$259K – – –
MA
686
Mezzasalma Advisors
New Jersey
$258K – – –
HAS
687
Holland Advisory Services
Florida
$256K +$564 +2 +0.2%
WCA
688
Westover Capital Advisors
Delaware
$256K – – –
MWA
689
Monograph Wealth Advisors
California
$254K – – –
GT
690
Greenleaf Trust
Michigan
$252K -$10.4K -37 -4%
BBW
691
Blue Barn Wealth
Utah
$252K -$9.6K -34 -3%
HWA
692
Heartwood Wealth Advisors
Virginia
$252K +$43.5K +154 +19%
WHCFA
693
William Howard & Co Financial Advisors
Tennessee
$250K -$47.4K -168 -15%
TSW
694
Thompson Siegel & Walmsley
Virginia
$250K -$25.1K -89 -8%
RCP
695
Rothschild Capital Partners
New York
$249K -$71.1K -252 -21%
ORI
696
Oak Ridge Investments
Illinois
$249K -$902K -3,196 -77%
BO
697
Bank OZK
Arkansas
$248K – – –
ST
698
Spinnaker Trust
Maine
$247K – – –
BAM
699
Belpointe Asset Management
Nevada
$246K -$353K -1,249 -56%
FCA
700
Fortis Capital Advisors
Kansas
$246K +$272K +962 New
26 27
28
29 30