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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
551
B. Riley Wealth Management
Tennessee
$1.11M -$841K -23,392 -44%
NFG
552
Next Financial Group
Texas
$1.1M +$589K +16,380 +128%
NFH
553
NEXT Financial Holdings
Texas
$1.1M +$1.05M +29,188 New
EK
554
Evensky & Katz
Florida
$1.1M +$1.05M +29,156 New
SWRP
555
Summit Wealth & Retirement Planning
California
$1.1M +$719 +20 +0.1%
KCM
556
Kendall Capital Management
Maryland
$1.1M – – –
BMC
557
Beaton Management Company
Massachusetts
$1.09M – – –
11A
558
10-15 Associates
New York
$1.09M +$1.03M +28,776 New
BCP
559
Berkeley Capital Partners
Georgia
$1.09M -$45.3K -1,260 -4%
RWA
560
Ropes Wealth Advisors
Massachusetts
$1.09M +$30.2K +840 +3%
AIS
561
American Investment Services
Massachusetts
$1.08M -$293K -8,160 -22%
APSP
562
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.08M -$48.6K -1,352 -5%
SCM
563
Smith Capital Management
Arkansas
$1.08M +$87K +2,420 +9%
PWS
564
Paragon Wealth Strategies
Florida
$1.07M -$308K -8,584 -23%
NAM
565
NTV Asset Management
West Virginia
$1.07M – – –
EWF
566
Epstein & White Financial
California
$1.07M -$90.3K -2,512 -8%
PAM
567
Palisade Asset Management
Minnesota
$1.06M – – –
AIC
568
Archer Investment Corporation
Indiana
$1.05M – – –
CA
569
Clearstead Advisors
Ohio
$1.05M -$7.19K -200 -0.7%
SMC
570
Smith, Moore & Co
Missouri
$1.05M -$5.75K -160 -0.6%
WWM
571
Western Wealth Management
Colorado
$1.04M +$40K +1,112 +4%
IWC
572
Integrated Wealth Concepts
Massachusetts
$1.03M -$349K -9,712 -26%
PWMG
573
Prestige Wealth Management Group
New Jersey
$1.03M -$14.2K -396 -1%
PWM
574
PRW Wealth Management
Massachusetts
$1.02M +$71.9K +2,000 +8%
PFG
575
Pacific Financial Group
Washington
$1.02M +$67.1K +1,868 +7%
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