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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
726
Evercore Wealth Management
New York
$375K – – –
HIP
727
HUB Investment Partners
Texas
$373K +$345K +946 New
MIM
728
Marco Investment Management
Georgia
$372K – – –
AWM
729
Aprio Wealth Management
Georgia
$371K -$3.65K -10 -1%
SC
730
Scotia Capital
Ontario, Canada
$369K – – –
EPM
731
Elm Partners Management
Pennsylvania
$366K -$116K -317 -25%
GKWIM
732
Gerber Kawasaki Wealth & Investment Management
California
$365K -$36.5K -100 -10%
IFWM
733
Institute for Wealth Management
Colorado
$359K – – –
CIA
734
Capital Investment Advisors
Georgia
$357K +$365 +1 +0.1%
HAS
735
Holland Advisory Services
Florida
$356K -$37.6K -103 -10%
BBI
736
Baxter Bros Inc
Connecticut
$355K – – –
TCM
737
Triumph Capital Management
Colorado
$354K -$59.5K -163 -15%
IP
738
Indivisible Partners
Florida
$353K +$327K +896 New
ETC
739
Exchange Traded Concepts
Oklahoma
$353K +$327K +895 New
OPAM
740
Ocean Park Asset Management
California
$353K +$327K +895 New
NF
741
Nvest Financial
New Hampshire
$351K +$325K +891 New
WMA
742
West Michigan Advisors
Michigan
$351K -$13.9K -38 -4%
GIP
743
Greatmark Investment Partners
Georgia
$351K – – –
BAM
744
Berkshire Asset Management
Pennsylvania
$349K – – –
IAS
745
Insigneo Advisory Services
Florida
$348K – – –
SIC
746
Sigma Investment Counselors
Michigan
$347K – – –
RMDI
747
R.M. Davis Inc
Maine
$345K -$20.1K -55 -6%
WA
748
Waddell & Associates
Tennessee
$344K – – –
CPIA
749
Cornell Pochily Investment Advisors
New York
$343K – – –
WA
750
WBH Advisory
Maryland
$343K – – –
28 29
30
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