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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
526
Willow Creek Wealth Management
California
$930K +$958K +27,340 New
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$929K -$564K -16,080 -36%
BOS
528
Bingham Osborn & Scarborough
California
$928K -$9.68K -276 -1%
AMG
529
Asset Management Group
Connecticut
$924K -$3.65K -104 -0.4%
BO
530
BRR OpCo
Ohio
$922K -$26.1K -744 -3%
SCM
531
SOL Capital Management
Maryland
$921K -$394K -11,240 -29%
BBPWM
532
Blue Bell Private Wealth Management
Pennsylvania
$899K +$75.9K +2,164 +9%
CC
533
Courier Capital
New York
$895K -$21.3K -608 -2%
BFO
534
Biltmore Family Office
North Carolina
$895K – – –
RMDI
535
R.M. Davis Inc
Maine
$894K -$56.1K -1,600 -6%
MPI
536
Mairs & Power Inc
Minnesota
$891K – – –
CHP
537
Cable Hill Partners
Oregon
$887K +$131K +3,748 +16%
WA
538
Waverly Advisors
Alabama
$885K +$26.5K +756 +3%
EWA
539
EP Wealth Advisors
California
$875K -$597K -17,032 -40%
SMC
540
Smith, Moore & Co
Missouri
$869K -$21.6K -616 -2%
TCM
541
Tuttle Capital Management
Connecticut
$865K +$892K +25,448 New
LSAG
542
Lake Street Advisors Group
New Hampshire
$863K -$462K -13,168 -34%
PP
543
Palladium Partners
Virginia
$836K – – –
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$833K – – –
SNT
545
Security National Trust
West Virginia
$817K – – –
NFC
546
Northeast Financial Consultants
Connecticut
$817K +$51.9K +1,480 +7%
SPC
547
Sigma Planning Corp
Michigan
$815K +$12.5K +356 +2%
SRC
548
Shufro Rose & Co
New York
$802K +$307K +8,764 +59%
LRIA
549
Leonard Rickey Investment Advisors
Washington
$799K -$56.5K -1,612 -6%
CWM
550
Calamos Wealth Management
Illinois
$795K – – –
20 21
22
23 24