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iShares Russell Top 200 Growth ETF
IWY

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
501
Dudley Capital Management
Virginia
$337K +$7.34K +26 +2%
CFG
502
Citizens Financial Group
Rhode Island
$335K +$326K +1,153 New
RW
503
Rockport Wealth
Ohio
$334K – – –
LPP
504
Life Planning Partners
Florida
$332K – – –
HT
505
Headlands Technologies
Illinois
$331K +$81.9K +290 +34%
MC
506
Moors & Cabot
Massachusetts
$330K – – –
TCA
507
Transcend Capital Advisors
New Jersey
$330K – – –
HNWA
508
Henrickson Nauta Wealth Advisors
Michigan
$326K +$282 +1 +0.1%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$324K – – –
SAM
510
Smartleaf Asset Management
Massachusetts
$323K – – –
FFO
511
Fiduciary Family Office
Florida
$310K – – –
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$308K -$117K -414 -28%
HAP
513
Harbor Asset Planning
Massachusetts
$307K – – –
FA
514
Fountainhead AM
New Jersey
$303K -$5.08K -18 -2%
QCM
515
QRG Capital Management
Illinois
$302K +$64.4K +228 +28%
NQWM
516
Northwest Quadrant Wealth Management
Oregon
$299K +$282 +1 +0.1%
PA
517
Pinnacle Associates
New York
$297K – – –
PWMAG
518
Pinnacle Wealth Management Advisory Group
New Jersey
$297K – – –
EWA
519
EverSource Wealth Advisors
Alabama
$292K +$52.8K +187 +23%
CWMS
520
Cannon Wealth Management Services
North Carolina
$289K – – –
CCT
521
Chemung Canal Trust
New York
$287K -$79.1K -280 -22%
MPPHD
522
Maloon Powers Pitre Higgins & Dennehy
California
$285K +$277K +982 New
MAC
523
Mason & Associates (California)
California
$285K -$50.8K -180 -16%
AC
524
Avestar Capital
New York
$285K +$276K +979 New
JIR
525
James Investment Research
Ohio
$284K -$5.93K -21 -2%
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