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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
226
HB Wealth Management
Georgia
$20.3M +$146K +1,812 +0.8%
FCH
227
Freestone Capital Holdings
Washington
$20.3M +$1.26M +15,592 +7%
SW
228
SlateStone Wealth
Florida
$20.3M -$128K -1,592 -0.7%
CCM
229
Condor Capital Management
New Jersey
$20.1M +$384K +4,760 +2%
SWP
230
Summit Wealth Partners
Florida
$20M -$523K -6,488 -3%
ATPW
231
Ashton Thomas Private Wealth
Arizona
$19.9M +$1.39M +17,244 +8%
DIP
232
DT Investment Partners
Pennsylvania
$19.9M +$795K +9,868 +4%
BP
233
Ballentine Partners
Massachusetts
$19.8M -$182K -2,260 -1%
EWM
234
Evercore Wealth Management
New York
$19.8M -$1.57M -19,444 -8%
GRP
235
Global Retirement Partners
California
$19.6M +$996K +12,368 +6%
RIS
236
Retirement Income Solutions
Michigan
$18.9M -$38.7K -480 -0.2%
VWA
237
Visionary Wealth Advisors
Illinois
$18.8M -$160K -1,988 -0.9%
VCS
238
Vaughan & Co Securities
New Jersey
$18.8M -$102K -1,260 -0.6%
BWA
239
Blodgett Wealth Advisors
California
$18.8M +$95.1K +1,180 +0.5%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$18.7M -$168K -2,084 -0.9%
SMC
241
Smith, Moore & Co
Missouri
$18.6M +$2.13M +26,488 +14%
GIA
242
GHP Investment Advisors
Colorado
$18.5M -$97K -1,204 -0.5%
PWM
243
Proathlete Wealth Management
Florida
$18.5M +$940K +11,668 +6%
SAS
244
SMI Advisory Services
Indiana
$18.4M -$16.6M -206,032 -48%
OAM
245
Occidental Asset Management
California
$18.4M -$90.9K -1,128 -0.5%
SAG
246
SageView Advisory Group
California
$18.3M +$52.8M +655,640 +2,726%
SFG
247
Sunburst Financial Group
Alabama
$17.8M -$29K -360 -0.2%
RBC
248
Roble Belko & Company
Pennsylvania
$17.8M – – –
AAS
249
Ameritas Advisory Services
Nebraska
$17.7M +$2.58M +31,960 +17%
FCP
250
Fidelis Capital Partners
Florida
$17.7M +$11M +137,048 +188%
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