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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
726
River Wealth Advisors
Pennsylvania
$204K +$182K +807 New
CWA
727
Centennial Wealth Advisory
Michigan
$203K +$181K +805 New
RIL
728
Rothschild Investment LLC
Illinois
$202K +$181K +801 New
BAM
729
BOCHK Asset Management
Hong Kong
$202K +$180K +800 New
CG
730
Caprock Group
Idaho
$202K +$180K +799 New
EIP
731
Ellis Investment Partners
Pennsylvania
$200K +$179K +793 New
AA
732
Addison Advisors
Vermont
$199K – – –
EWP
733
Elevation Wealth Partners
California
$193K +$194K +862 New
EWM
734
Evermay Wealth Management
Virginia
$188K -$13.1K -58 -7%
CF
735
Centaurus Financial
California
$188K +$43.1K +191 +34%
PIP
736
Peachtree Investment Partners
Florida
$187K +$676 +3 +0.4%
CFFP
737
Center for Financial Planning
Michigan
$180K – – –
OC
738
Oakworth Capital
Alabama
$175K -$11.7K -52 -7%
CB
739
CNB Bank
Pennsylvania
$175K – – –
RIM
740
Rockbridge Investment Management
New York
$170K +$152K +674 New
NSIM
741
North Star Investment Management
Illinois
$162K – – –
FUBT
742
First United Bank & Trust
Maryland
$156K +$139K +618 New
ACA
743
Atlas Capital Advisors
Wyoming
$151K – – –
FFL
744
Financial Freedom LLC
Ohio
$150K +$451 +2 +0.3%
EBA
745
Eagle Bay Advisors
New York
$145K – – –
AIA
746
Arcadia Investment Advisors
Idaho
$143K – – –
WP
747
WealthShield Partners
North Carolina
$143K -$1.85M -8,190 -94%
FP
748
Financial Perspectives
Minnesota
$140K +$676 +3 +0.5%
MM
749
Main Management
California
$137K – – –
OIA
750
Optimum Investment Advisors
Illinois
$136K – – –
28 29
30
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