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iShares Russell Top 200 Growth ETF
IWY

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
451
Calton & Associates
Florida
$295K +$14.2K +64 +6%
GA
452
Goldstein Advisors
Wisconsin
$294K -$49.6K -223 -16%
KIM
453
Kestra Investment Management
Texas
$293K +$265K +1,190 New
BTI
454
Blue Trust Inc
Georgia
$291K +$141K +633 +116%
ISFAN
455
Investor's Fiduciary Advisor Network
Washington
$289K +$223 +1 +0.1%
MAC
456
Mason & Associates (California)
California
$285K +$890 +4 +0.3%
KJHP
457
K.J. Harrison & Partners
Ontario, Canada
$281K +$253K +1,138 New
XPN
458
XY Planning Network
Montana
$279K +$252K +1,131 New
CIA
459
Concurrent Investment Advisors
Florida
$277K +$250K +1,122 New
SYBT
460
Stock Yards Bank & Trust
Kentucky
$275K -$30.1K -135 -11%
RDWM
461
Red Door Wealth Management
Tennessee
$274K +$248K +1,113 New
OC
462
Oppenheimer & Co
New York
$273K +$246K +1,106 New
SP
463
Stablepoint Partners
Massachusetts
$271K +$245K +1,100 New
ACA
464
Aptus Capital Advisors
Alabama
$269K -$6.68K -30 -3%
FFO
465
Fiduciary Family Office
Florida
$263K – – –
ICM
466
Intrepid Capital Management
Florida
$262K -$179K -806 -43%
HAP
467
Harbor Asset Planning
Massachusetts
$259K +$234K +1,053 New
NQWM
468
Northwest Quadrant Wealth Management
Oregon
$253K +$223 +1 +0.1%
PA
469
Pinnacle Associates
New York
$252K – – –
PWMAG
470
Pinnacle Wealth Management Advisory Group
New Jersey
$252K – – –
AP
471
Americana Partners
Texas
$250K – – –
BPA
472
Beacon Pointe Advisors
California
$250K +$223 +1 +0.1%
GIA
473
Gladstone Institutional Advisory
Florida
$248K -$8.9K -40 -4%
OA
474
Operose Advisors
Wisconsin
$247K – – –
MWM
475
MY Wealth Management
Maryland
$246K -$8.24K -37 -4%
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19
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