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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
801
Global Wealth Strategies & Associates
Colorado
$240K -$17.9K -55 -7%
NEPPG
802
New England Professional Planning Group
Rhode Island
$240K +$242K +743 New
GGS
803
Galvin Gaustad & Stein
Arizona
$239K +$19.8K +61 +9%
RCP
804
Rothschild Capital Partners
New York
$237K +$239K +735 New
CRA
805
Clear Retirement Advice
California
$236K +$231K +710 New
ST
806
Smithfield Trust
Pennsylvania
$235K -$42K -129 -15%
SA
807
Sovran Advisors
California
$235K – – –
WA
808
Wealth Architects
California
$235K – – –
FFA
809
Florida Financial Advisors
Florida
$234K +$5.85K +18 +3%
AA
810
Addison Advisors
Vermont
$232K – – –
ATC
811
Argent Trust Co
Tennessee
$232K +$234K +719 New
TDWM
812
Topel & Distasi Wealth Management
California
$230K -$976 -3 -0.4%
HCA
813
Harbour Capital Advisors
Virginia
$230K – – –
AWA
814
Asempa Wealth Advisors
Louisiana
$229K +$231K +710 New
BP
815
Ballentine Partners
Massachusetts
$229K -$51.4K -158 -18%
SIA
816
Soltis Investment Advisors
Utah
$228K +$8.78K +27 +4%
FMC
817
First Merchants Corp
Indiana
$226K -$115K -354 -34%
ML
818
Mayport LLC
Massachusetts
$226K -$22.4K -69 -9%
AIS
819
Advocate Investing Services
Maryland
$226K +$228K +700 New
JWM
820
JP Wealth Management
South Carolina
$225K – – –
AC
821
AlphaCore Capital
California
$225K -$2.6K -8 -1%
LSPW
822
Lake Street Private Wealth
Illinois
$224K – – –
JCFM
823
JBR Co Financial Management
Oklahoma
$224K -$24.4K -75 -10%
CC
824
Clearwave Capital
California
$223K +$225K +692 New
AIA
825
Accelerate Investment Advisors
California
$223K +$7.16K +22 +3%
31 32
33
34 35