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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
701
Smith Shellnut Wilson
Mississippi
$80K -$3.01K -10 -4%
FA
702
Financial Advantage
Maryland
$79K – – –
LDFR
703
Lehman & Derafelo Financial Resources
Pennsylvania
$78K – – –
TIM
704
Tortoise Investment Management
New York
$78K – – –
PMFA
705
Plante Moran Financial Advisors
Michigan
$70K +$12K +40 +22%
CHA
706
Carmichael Hill & Associates
Maryland
$67K – – –
PCTC
707
Perkins Coie Trust Company
Washington
$67K – – –
BWM
708
Baystate Wealth Management
Massachusetts
$65K +$62.9K +209 New
WLPWM
709
Walled Lake Planning & Wealth Management
Illinois
$63K +$3.01K +10 +5%
BWL
710
Bogart Wealth LLC
Virginia
$63K +$19K +63 +46%
FFA
711
Freedman Financial Associates
Massachusetts
$62K – – –
RBC
712
Roble Belko & Company
Pennsylvania
$62K – – –
CH
713
Canton Hathaway
Rhode Island
$61K – – –
CIAS
714
Capital Investment Advisory Services
North Carolina
$61K +$3.31K +11 +6%
CCP
715
Clarkston Capital Partners
Michigan
$60K – – –
JHCP
716
Jackson Hole Capital Partners
Oklahoma
$60K – – –
PGWM
717
Parisi Gray Wealth Management
New Jersey
$59K +$57.2K +190 New
CFO
718
CVA Family Office
Colorado
$58K – – –
SIM
719
Sonora Investment Management
Arizona
$54K -$6.02K -20 -10%
APC
720
Aspire Private Capital
North Carolina
$54K – – –
SB
721
Strategic Blueprint
Georgia
$54K +$52.1K +173 New
NSIM
722
North Star Investment Management
Illinois
$53K – – –
SFA
723
Semmax Financial Advisors
North Carolina
$53K – – –
CB
724
Community Bank
New York
$50K – – –
PSIWM
725
Paradigm Strategies in Wealth Management
Minnesota
$50K – – –
27 28
29
30 31