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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
OE
1001
October Effect
Virginia
$1.72M +$1.55M +16,196 New
BWP
1002
BSW Wealth Partners
Colorado
$1.71M – – –
JCM
1003
Jacobi Capital Management
Pennsylvania
$1.71M -$19.1K -200 -1%
LWANC
1004
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.7M – – –
GCM
1005
Gallacher Capital Management
Colorado
$1.7M -$13.8K -144 -0.9%
HWP
1006
Highline Wealth Partners
California
$1.69M -$822K -8,596 -35%
FPTW
1007
Franklin, Parlapiano, Turner & Welch
Texas
$1.69M – – –
ISWM
1008
Independent Solutions Wealth Management
New York
$1.69M +$24.1K +252 +2%
JWM
1009
Jupiter Wealth Management
Colorado
$1.68M – – –
CAMG
1010
CWA Asset Management Group
Florida
$1.67M +$644K +6,740 +75%
DCM
1011
Donaldson Capital Management
Indiana
$1.66M – – –
TAM
1012
Titleist Asset Management
Texas
$1.66M +$226K +2,364 +18%
NRI
1013
NFP Retirement Inc
California
$1.65M -$36.7K -384 -2%
PI
1014
PFG Investments
New York
$1.65M -$18K -188 -1%
FHB
1015
First Hawaiian Bank
Hawaii
$1.65M – – –
GWM
1016
Geneos Wealth Management
Colorado
$1.65M +$511K +5,348 +53%
BC
1017
Brio Consultants
California
$1.65M -$103K -1,080 -7%
AIC
1018
Allodium Investment Consultants
Minnesota
$1.64M -$22.9K -240 -2%
PA
1019
Planning Alternatives
Michigan
$1.64M – – –
HWA
1020
Heritage Wealth Architects
Minnesota
$1.64M +$98.3K +1,028 +7%
BCM
1021
Brookmont Capital Management
Texas
$1.64M +$2.68K +28 +0.2%
SSWM
1022
Sheets Smith Wealth Management
North Carolina
$1.63M +$15.3K +160 +1%
PIFP
1023
Partners in Financial Planning
Virginia
$1.63M – – –
MCM
1024
Morton Capital Management
California
$1.63M – – –
SAM
1025
SP Asset Management
California
$1.63M +$205K +2,140 +16%
39 40
41
42 43