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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
751
Sterling Financial Planning
New Jersey
$23K +$20.1K +79 New
CFN
752
Cordasco Financial Network
Florida
$21K – – –
MCM
753
McMillion Capital Management
North Carolina
$20K +$17.8K +70 New
EI
754
Ellevest Inc
New York
$19K – – –
JFA
755
JNBA Financial Advisors
Minnesota
$18K – – –
MWC
756
MBM Wealth Consultants
Missouri
$18K – – –
ONST
757
Old North State Trust
North Carolina
$18K +$16.1K +63 New
EK
758
Evensky & Katz
Florida
$17K – – –
AWG
759
Altus Wealth Group
Colorado
$17K +$15.5K +61 New
HIM
760
HawsGoodwin Investment Management
Tennessee
$17K +$15.5K +61 New
APWM
761
Atlas Private Wealth Management
New York
$16K – – –
LGWM
762
Litman Gregory Wealth Management
California
$15K – – –
SFSIG
763
San Francisco Sentry Investment Group
California
$14K -$6.37K -25 -33%
BWA
764
Burt Wealth Advisors
Maryland
$14K – – –
KPCM
765
Kings Point Capital Management
New York
$14K – – –
PCG
766
Private Capital Group
Connecticut
$14K – – –
RWA
767
Ropes Wealth Advisors
Massachusetts
$14K – – –
CWP
768
Concord Wealth Partners
Virginia
$14K +$12.2K +48 New
ACA
769
Aptus Capital Advisors
Alabama
$13K -$11.5K -45 -49%
BFG
770
Baron Financial Group
New Jersey
$12K – – –
FCM
771
Firestone Capital Management
Florida
$12K – – –
FCH
772
Freestone Capital Holdings
Washington
$11.8K – – –
AIM
773
Anchor Investment Management
South Carolina
$11.5K +$10.2K +40 New
CCA
774
Column Capital Advisors
Indiana
$11K – – –
RG
775
Retirement Group
California
$11K – – –
29 30
31
32 33