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iShares Russell Top 200 Growth ETF
IWY

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
351
Members Wealth
Pennsylvania
$358K +$289K +1,452 New
SW
352
SMART Wealth
Nebraska
$354K +$8.97K +45 +3%
GC
353
Grimes & Company
Massachusetts
$354K +$199 +1 +0.1%
PFS
354
Prospera Financial Services
Texas
$351K -$1.49M -7,497 -82%
RWA
355
Rooted Wealth Advisors
Illinois
$351K -$41.5K -208 -11%
VP
356
Verum Partners
North Carolina
$350K +$325K +1,630 New
SG
357
StoneX Group
New York
$349K +$45K +226 +16%
TPA
358
Trivium Point Advisory
Connecticut
$342K +$318K +1,596 New
CFD
359
Creative Financial Designs
Indiana
$335K -$32.1K -161 -9%
SAM
360
Secure Asset Management
Michigan
$335K +$311K +1,560 New
EWA
361
EP Wealth Advisors
California
$329K +$199 +1 +0.1%
NB
362
NBT Bank
New York
$328K -$39.9K -200 -12%
BCM
363
BluePath Capital Management
Georgia
$325K +$24.3K +122 +9%
FFO
364
Fiduciary Family Office
Florida
$324K +$301K +1,512 New
CB
365
Commerce Bank
Missouri
$319K +$297K +1,488 New
BEI
366
Benjamin Edwards Inc
Missouri
$318K -$9.37K -47 -3%
SXL
367
Summit X LLC
Missouri
$311K +$13.4K +67 +5%
WIC
368
Whitegate Investment Counselors
New Hampshire
$310K +$288K +1,443 New
LSA
369
Lion Street Advisors
Texas
$309K +$287K +1,442 New
BWA
370
BCU Wealth Advisors
Illinois
$307K +$199 +1 +0.1%
PA
371
PFG Advisors
Arizona
$307K -$68.8K -345 -19%
FFA
372
Farther Finance Advisors
California
$307K +$996 +5 +0.4%
MM
373
Meridian Management
Arkansas
$305K +$199 +1 +0.1%
SCA
374
Sandy Cove Advisors
Massachusetts
$304K – – –
GA
375
Goldstein Advisors
Wisconsin
$304K +$282K +1,416 New
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15
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