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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
826
Texas Capital Bank Wealth Management Services
Texas
$955K -$308K -5,232 -22%
EWM
827
Evermay Wealth Management
Virginia
$954K -$102K -1,728 -9%
MYIA
828
Mount Yale Investment Advisors
Colorado
$952K +$29.9K +508 +3%
VCP
829
Verus Capital Partners
Arizona
$952K +$456K +7,752 +75%
BTWM
830
Baker Tilly Wealth Management
Wisconsin
$950K +$470 +8 +0%
LFAS
831
Level Four Advisory Services
Texas
$949K +$77.4K +1,316 +8%
BFWA
832
Benchmark Financial Wealth Advisors
Florida
$944K +$532K +9,048 +102%
ECM
833
Evergreen Capital Management
Washington
$943K -$12.5K -212 -1%
IB
834
Intrust Bank
Kansas
$935K -$20K -340 -2%
SWM
835
SFG Wealth Management
Maryland
$935K -$2.12K -36 -0.2%
CPFP
836
Clear Perspectives Financial Planning
Ohio
$934K -$136K -2,312 -12%
VAS
837
Vestmark Advisory Solutions
Massachusetts
$934K +$481K +8,188 +86%
WCP
838
Wick Capital Partners
Pennsylvania
$926K -$33.9K -576 -3%
GC
839
GFG Capital
Florida
$923K -$1.61M -27,324 -61%
TAM
840
Tocqueville Asset Management
New York
$920K – – –
MW
841
Marcum Wealth
Ohio
$915K -$236K -4,008 -19%
BFA
842
Brown Financial Advisory
Alabama
$915K -$16.7K -284 -2%
VWM
843
Vigilare Wealth Management
Arizona
$915K +$1.02M +17,392 New
CWM
844
Castle Wealth Management
Florida
$914K -$19.3K -328 -2%
KCM
845
Kanawha Capital Management
Virginia
$902K -$5.88K -100 -0.6%
BBPWM
846
Blue Bell Private Wealth Management
Pennsylvania
$902K +$34.3K +584 +4%
SWM
847
Stockman Wealth Management
Montana
$900K -$92.7K -1,576 -8%
OCM
848
Orser Capital Management
Texas
$900K -$7.06K -120 -0.7%
CCFM
849
Clear Creek Financial Management
Washington
$895K +$16.7K +284 +2%
FHB
850
First Hawaiian Bank
Hawaii
$891K -$12K -204 -1%
32 33
34
35 36