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iShares Russell Top 200 Growth ETF
IWY

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
401
Smith Shellnut Wilson
Mississippi
$607K +$144K +509 +32%
DAS
402
Dynamic Advisor Solutions
Arizona
$595K -$220K -778 -28%
SAM
403
Secure Asset Management
Michigan
$587K -$468K -1,657 -45%
DF
404
Daviman Financial
Indiana
$585K -$3.39K -12 -0.6%
HT
405
Heritage Trust
Oklahoma
$585K -$1.13K -4 -0.2%
BFA
406
Beacon Financial Advisory
Ohio
$585K -$3.95K -14 -0.7%
BCI
407
Brinker Capital Investments
Pennsylvania
$582K -$627K -2,221 -53%
SQA
408
Simon Quick Advisors
New Jersey
$581K +$565K +2,001 New
CAWM
409
Capital Advisors Wealth Management
Washington
$580K – – –
BWFA
410
Baltimore-Washington Financial Advisors
Maryland
$577K -$17.2K -61 -3%
AFP
411
Alpha Financial Partners
Kentucky
$570K +$565 +2 +0.1%
CF
412
Cyr Financial
Illinois
$566K -$6.49K -23 -1%
AWM
413
Able Wealth Management
New Jersey
$560K -$341K -1,207 -39%
HIS
414
Harvest Investment Services
Illinois
$558K +$35.6K +126 +7%
GIPW
415
Granite Islands Private Wealth
Connecticut
$556K +$541K +1,917 New
SIAG
416
Safeguard Investment Advisory Group
California
$552K +$565 +2 +0.1%
PVI
417
Pine Valley Investments
New Jersey
$545K +$13.3K +47 +3%
SL
418
Sentinus LLC
Illinois
$545K -$565 -2 -0.1%
RWM
419
Redstone Wealth Management
Oklahoma
$544K -$1.2M -4,237 -69%
TAP
420
Tounjian Advisory Partners
Florida
$544K +$529K +1,872 New
MFS
421
Mattson Financial Services
Michigan
$543K +$10.7K +38 +2%
EWM
422
Evolution Wealth Management
Florida
$538K – – –
SMA
423
Seven Mile Advisory
New Jersey
$538K +$523K +1,851 New
WIC
424
Woodmont Investment Counsel
Tennessee
$535K – – –
NWMG
425
National Wealth Management Group
Ohio
$533K -$3.67K -13 -0.7%
15 16
17
18 19