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iShares Russell Top 200 Growth ETF
IWY

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
351
VisionPoint Advisory Group
Texas
$370K -$4.89K -23 -1%
FA
352
Fermata Advisors
California
$370K – – –
LPP
353
Life Planning Partners
Florida
$370K – – –
VR
354
Valued Retirements
Texas
$366K +$354K +1,664 New
GC
355
Grimes & Company
Massachusetts
$364K +$638 +3 +0.2%
VP
356
Verum Partners
North Carolina
$359K +$638 +3 +0.2%
FA
357
FC Advisory
Pennsylvania
$350K +$339K +1,592 New
CCT
358
Chemung Canal Trust
New York
$348K -$25.3K -119 -7%
CFD
359
Creative Financial Designs
Indiana
$344K +$213 +1 +0.1%
FAIM
360
Financial Advocates Investment Management
Washington
$342K -$157K -739 -30%
NB
361
NBT Bank
New York
$337K – – –
BCM
362
Bourgeon Capital Management
Connecticut
$336K +$325K +1,525 New
RWA
363
Rooted Wealth Advisors
Illinois
$332K -$23.2K -109 -7%
EFG
364
Ethos Financial Group
Pennsylvania
$330K -$7.47M -35,100 -96%
BWA
365
BCU Wealth Advisors
Illinois
$316K +$426 +2 +0.1%
PA
366
PFG Advisors
Arizona
$316K +$426 +2 +0.1%
EWA
367
EP Wealth Advisors
California
$315K -$21.5K -101 -7%
MM
368
Meridian Management
Arkansas
$313K – – –
SCA
369
Sandy Cove Advisors
Massachusetts
$312K – – –
GA
370
Goldstein Advisors
Wisconsin
$312K – – –
TPWA
371
TRUE Private Wealth Advisors
Oregon
$311K -$54.5K -256 -15%
AFC
372
AFT Forsyth & Company
Florida
$311K +$213 +1 +0.1%
DP
373
DDD Partners
Washington
$310K +$300K +1,410 New
NPFS
374
Novak & Powell Financial Services
Florida
$308K – – –
AAS
375
Ameritas Advisory Services
Nebraska
$307K -$304K -1,429 -51%
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