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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
SOL Capital Management
Maryland
$988K – – –
SFA
352
Sequoia Financial Advisors
Ohio
$970K – – –
BWM
353
Baystate Wealth Management
Massachusetts
$968K +$30.8K +1,260 +3%
BOS
354
Bingham Osborn & Scarborough
California
$966K -$24.9K -1,020 -3%
GG
355
Gofen & Glossberg
Illinois
$933K -$10.4K -424 -1%
NFG
356
Next Financial Group
Texas
$928K -$1.47K -60 -0.2%
BSA
357
Braun Stacey Associates
New York
$905K +$6.84K +280 +0.8%
KIA
358
KCM Investment Advisors
California
$896K +$149K +6,080 +20%
MVIP
359
Mar Vista Investment Partners
California
$893K +$882K +36,120 New
BO
360
BRR OpCo
Ohio
$871K +$98 +4 +0%
HCM
361
Howland Capital Management
Massachusetts
$862K -$11.7K -480 -1%
DCP
362
DSM Capital Partners
Florida
$860K -$1.99M -81,528 -70%
IB
363
Intrust Bank
Kansas
$855K +$845K +34,588 New
FANJ
364
Financial Architects (New Jersey)
New Jersey
$851K – – –
HC
365
Hourglass Capital
Texas
$844K -$14.7K -600 -2%
CCM
366
Covington Capital Management
California
$843K +$6.84K +280 +0.8%
WP
367
WMS Partners
Maryland
$839K +$140K +5,740 +20%
NG
368
NatWest Group
United Kingdom
$832K – – –
AIM
369
Advantage Investment Management
Iowa
$820K +$810K +33,148 New
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$814K +$225K +9,196 +39%
CWM
371
Confluence Wealth Management
Oregon
$813K -$26.3K -1,076 -3%
IP
372
Investment Partners
Ohio
$812K +$119K +4,884 +17%
MPAM
373
Murphy Pohlad Asset Management
Minnesota
$806K – – –
AA
374
Ancora Advisors
Ohio
$797K -$774K -31,676 Closed
JWBC
375
J.W. Burns & Co
New York
$790K +$249K +10,200 +47%
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15
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