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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
301
Arbor Investment Advisors
North Carolina
$6.15M +$265K +6,016 +5%
SW
302
SlateStone Wealth
Florida
$6.14M -$235K -5,336 -4%
AAS
303
Avantax Advisory Services
Texas
$6.13M -$4.66M -105,700 -45%
OMC
304
Old Mission Capital
Illinois
$6.12M +$5.62M +127,428 New
AIFAIM
305
American Institute for Advanced Investment Management
Arizona
$6.11M -$382K -8,660 -6%
RIA
306
Regal Investment Advisors
Michigan
$6.1M +$5.33M +121,024 +2,008%
WLPWM
307
Walled Lake Planning & Wealth Management
Illinois
$6.09M -$31.4K -712 -0.6%
AAMU
308
Amundi Asset Management US
Massachusetts
$6.08M -$20.5M -464,476 -79%
DWM
309
Doyle Wealth Management
Florida
$6.02M -$577K -13,096 -9%
CWM
310
Cahaba Wealth Management
Georgia
$6.01M -$256K -5,808 -5%
WLIM
311
White Lighthouse Investment Management
Massachusetts
$5.97M -$276K -6,264 -5%
HFP
312
Holistic Financial Partners
Indiana
$5.96M -$114K -2,576 -2%
BG
313
Berry Group
Massachusetts
$5.91M +$255K +5,796 +5%
GRP
314
Global Retirement Partners
California
$5.89M -$1.23M -27,912 -19%
BFM
315
Boston Financial Management
Massachusetts
$5.87M -$182K -4,140 -3%
TI
316
Truepoint Inc
Ohio
$5.83M -$782K -17,752 -13%
PV
317
Private Vista
Illinois
$5.82M -$49.7K -1,128 -0.9%
CFSG
318
Community Financial Services Group
Vermont
$5.8M +$5.33M +120,864 New
NB
319
Nicolet Bankshares
Wisconsin
$5.77M -$144K -3,272 -3%
PCG
320
Private Capital Group
Connecticut
$5.76M -$1.42M -32,180 -21%
CI
321
Conning Inc
Connecticut
$5.75M – – –
FC
322
Ferris Capital
Massachusetts
$5.74M – – –
KFP
323
KMG Fiduciary Partners
Ohio
$5.72M -$103K -2,344 -2%
PGAM
324
Princeton Global Asset Management
New Jersey
$5.71M +$2.73M +61,932 +108%
CWM
325
Chicago Wealth Management
Illinois
$5.66M +$5.2M +117,880 New
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