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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
676
Blue Barn Wealth
Utah
$282K +$263 +1 +0.1%
HWA
677
Heartwood Wealth Advisors
Virginia
$282K – – –
GRP
678
Global Retirement Partners
California
$281K +$258K +982 New
TSW
679
Thompson Siegel & Walmsley
Virginia
$280K – – –
EIM
680
Essex Investment Management
Massachusetts
$278K -$135K -512 -34%
BO
681
Bank OZK
Arkansas
$277K – – –
ST
682
Spinnaker Trust
Maine
$276K – – –
LSA
683
L & S Advisors
California
$274K – – –
AWM
684
Aprio Wealth Management
Georgia
$274K -$27.1K -103 -10%
WHCFA
685
William Howard & Co Financial Advisors
Tennessee
$274K -$5.79K -22 -2%
IFWM
686
Institute for Wealth Management
Colorado
$272K – – –
WS
687
Wedbush Securities
California
$272K – – –
MIM
688
Marco Investment Management
Georgia
$270K – – –
WMA
689
West Michigan Advisors
Michigan
$270K -$3.42K -13 -1%
WP
690
Wealthspan Partners
Iowa
$270K +$248K +944 New
TCOV
691
Trust Company of Vermont
Vermont
$267K – – –
A
692
Argentarii
Ohio
$267K +$246K +935 New
ST
693
Smithfield Trust
Pennsylvania
$265K +$38.2K +145 +18%
V
694
ViaWealth
Kansas
$265K – – –
LWL
695
Leo Wealth LLC
Texas
$263K +$242K +920 New
CA
696
CGN Advisors
Kansas
$263K -$25.3K -96 -9%
E3F
697
Eight 31 Financial
Texas
$262K – – –
GIP
698
Greatmark Investment Partners
Georgia
$262K – – –
CCA
699
Clearwater Capital Advisors
Illinois
$260K -$5.53K -21 -2%
KA
700
Klingman & Associates
New York
$258K – – –
26 27
28
29 30