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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
726
LMCG Investments
Massachusetts
$232K – – –
CCM
727
Colorado Capital Management
Colorado
$231K – – –
PPA
728
Painted Porch Advisors
California
$229K +$221K +806 New
CFP
729
Cascade Financial Partners
California
$229K – – –
JFG
730
Jefferies Financial Group
New York
$227K +$219K +800 New
FLPIM
731
F.L. Putnam Investment Management
Massachusetts
$226K -$12.3K -45 -5%
EIP
732
Ellis Investment Partners
Pennsylvania
$226K +$274 +1 +0.1%
CSPIA
733
Cary Street Partners Investment Advisory
Virginia
$225K -$6.3K -23 -3%
BAM
734
Berkshire Asset Management
Pennsylvania
$224K – – –
AA
735
Addison Advisors
Vermont
$224K – – –
HA
736
HFG Advisors
Ohio
$223K – – –
AWM
737
Angeles Wealth Management
California
$222K +$214K +780 New
TCOTS
738
Trust Company of the South
North Carolina
$220K – – –
KA
739
Kovack Advisors
Florida
$219K +$211K +771 New
CIA
740
Compass Ion Advisors
Pennsylvania
$219K +$274 +1 +0.1%
ML
741
Mayport LLC
Massachusetts
$218K – – –
CHJWM
742
Carlton Hofferkamp & Jenks Wealth Management
Texas
$218K – – –
CFS
743
CRA Financial Services
New Jersey
$217K – – –
SWM
744
SeaCrest Wealth Management
New York
$215K +$208K +758 New
IDA
745
Intelligence Driven Advisers
California
$215K +$207K +757 New
VA
746
Valmark Advisers
Ohio
$215K +$207K +756 New
SIAG
747
Safeguard Investment Advisory Group
California
$215K +$207K +755 New
RIL
748
Rothschild Investment LLC
Illinois
$213K – – –
SF
749
Safeguard Financial
Wisconsin
$213K +$205K +750 New
BB
750
Berkshire Bank
Massachusetts
$213K +$205K +750 New
28 29
30
31 32