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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
FTI
451
Fiduciary Trust International
Massachusetts
$676K -$454K -18,200 -40%
MHS
452
M Holdings Securities
Oregon
$667K – – –
BO
453
BRR OpCo
Ohio
$658K -$17.7K -708 -3%
GWM
454
Gupta Wealth Management
California
$657K -$56.8K -2,276 -8%
HA
455
Harfst & Associates
Wyoming
$651K -$4.99K -200 -0.8%
MCM
456
Maryland Capital Management
Maryland
$649K +$184K +7,372 +39%
MGIA
457
Moneta Group Investment Advisors
Missouri
$645K – – –
LW
458
Linscomb Wealth
Texas
$637K -$7.68K -308 -1%
ICAS
459
Investors Capital Advisory Services
Massachusetts
$630K +$154K +6,180 +32%
GIM
460
Goelzer Investment Management
Indiana
$628K +$630K +25,264 New
CTA
461
Chesley Taft & Associates
Illinois
$619K +$44.9K +1,800 +8%
TAM
462
Tocqueville Asset Management
New York
$619K +$621K +24,872 New
CTC
463
Central Trust Company
Missouri
$601K -$21.4K -856 -3%
MLL
464
Moody Lynn & Lieberson
Massachusetts
$573K -$3.1M -124,440 -84%
CWA
465
Cypress Wealth Advisors
California
$560K – – –
WEC
466
Winslow Evans & Crocker
Massachusetts
$558K +$54.3K +2,176 +11%
CCA
467
Checchi Capital Advisers
California
$557K +$559K +22,388 New
BAC
468
Boys Arnold & Co
North Carolina
$555K +$328K +13,164 +144%
CWM
469
Calamos Wealth Management
Illinois
$553K +$554K +22,220 New
SPC
470
Sigma Planning Corp
Michigan
$550K -$7.78K -312 -1%
TI
471
Truepoint Inc
Ohio
$548K -$165K -6,616 -23%
EWA
472
Exencial Wealth Advisors
Oklahoma
$542K – – –
IWA
473
Intercontinental Wealth Advisors
Texas
$542K +$544K +21,788 New
CGL
474
Clarius Group LLC
Washington
$534K +$537K +21,508 New
LCM
475
Liberty Capital Management
Michigan
$529K -$23.5K -940 -4%
17 18
19
20 21