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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
751
Capital Asset Advisory Services
Michigan
$21K -$18K -60 -45%
CFN
752
Cordasco Financial Network
Florida
$21K – – –
EI
753
Ellevest Inc
New York
$20K – – –
MWC
754
MBM Wealth Consultants
Missouri
$19K – – –
ONST
755
Old North State Trust
North Carolina
$18K – – –
BWM
756
BerganKDV Wealth Management
Minnesota
$18K +$15K +50 +500%
GWSG
757
GPS Wealth Strategies Group
Colorado
$15K – – –
KPCM
758
Kings Point Capital Management
New York
$15K – – –
PCG
759
Private Capital Group
Connecticut
$15K – – –
HWMA
760
Heritage Wealth Management (Arizona)
Arizona
$14K – – –
EK
761
Evensky & Katz
Florida
$13K – – –
FCM
762
Firestone Capital Management
Florida
$13K – – –
CCA
763
Column Capital Advisors
Indiana
$12K – – –
EIM
764
Essex Investment Management
Massachusetts
$12K +$12.6K +42 New
AIM
765
Anchor Investment Management
South Carolina
$11.7K – – –
AF
766
Affiance Financial
Minnesota
$11K – – –
GAM
767
Gemmer Asset Management
California
$11K – – –
IRC
768
Investors Research Corp
Georgia
$10K – – –
ACA
769
Aptus Capital Advisors
Alabama
$9K – – –
TCWM
770
Total Clarity Wealth Management
Illinois
$9K +$9.61K +32 New
CWA
771
Carolina Wealth Advisors
South Carolina
$8K – – –
LS
772
Leelyn Smith
Illinois
$8K – – –
AWM
773
Avior Wealth Management
Nebraska
$7K -$28.5K -95 -79%
AFS
774
Annapolis Financial Services
Maryland
$7K – – –
FFA
775
Founders Financial Alliance
North Carolina
$7K – – –
29 30
31
32 33