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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
801
Nations Financial Group
Iowa
$290K -$1.69M -4,623 -86%
CC
802
Clearwave Capital
California
$287K +$365 +1 +0.1%
LA
803
Legacy Advisors
Pennsylvania
$286K – – –
BP
804
Ballentine Partners
Massachusetts
$285K – – –
WWM
805
Western Wealth Management
Colorado
$282K -$18.2K -50 -7%
ST
806
Smithfield Trust
Pennsylvania
$282K – – –
TDWM
807
Topel & Distasi Wealth Management
California
$281K +$365 +1 +0.1%
AWA
808
Asempa Wealth Advisors
Louisiana
$280K +$365 +1 +0.1%
SIA
809
Soltis Investment Advisors
Utah
$277K – – –
AIS
810
Advocate Investing Services
Maryland
$276K – – –
FMC
811
First Merchants Corp
Indiana
$276K – – –
ML
812
Mayport LLC
Massachusetts
$276K – – –
CRA
813
Clear Retirement Advice
California
$275K -$2.92K -8 -1%
JWM
814
JP Wealth Management
South Carolina
$275K – – –
ATC
815
Adirondack Trust Company
New York
$275K -$16.4K -45 -6%
CPG
816
Cornerstone Planning Group
New Jersey
$275K – – –
LSPW
817
Lake Street Private Wealth
Illinois
$273K – – –
AIA
818
Accelerate Investment Advisors
California
$273K +$365 +1 +0.1%
EFG
819
Everhart Financial Group
Ohio
$273K – – –
SAM
820
Synergy Asset Management
Washington
$271K +$1.46K +4 +0.6%
FNT
821
First Nebraska Trust
Nebraska
$271K – – –
EWM
822
Evermay Wealth Management
Virginia
$271K – – –
HCA
823
Harbour Capital Advisors
Virginia
$270K – – –
CSP
824
Cary Street Partners
Virginia
$269K -$37.9K -104 -13%
SWM
825
Spire Wealth Management
Virginia
$268K -$664K -1,820 -73%
31 32
33
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