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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1526
One Charles Private Wealth Services
Massachusetts
$257K – – –
CHA
1527
Carmichael Hill & Associates
Maryland
$256K -$9.67K -140 -4%
EFL
1528
ERn Financial LLC
Wisconsin
$255K -$10.2K -148 -4%
SWP
1529
Strategic Wealth Partners
Ohio
$252K -$32.3K -468 -11%
PIMG
1530
Patriot Investment Management Group
Tennessee
$252K – – –
PFM
1531
Phillips Financial Management
Indiana
$252K +$1.1K +16 +0.4%
SIAS
1532
Summit Investment Advisory Services
Minnesota
$251K – – –
GHAM
1533
Gilman Hill Asset Management
Connecticut
$250K – – –
TBC
1534
Ted Buchan & Co
California
$250K -$2.21K -32 -0.8%
PAMG
1535
Patton Albertson Miller Group
Tennessee
$247K -$2.21K -32 -0.9%
MGWM
1536
Marks Group Wealth Management
Minnesota
$247K – – –
EFN
1537
Equita Financial Network
Pennsylvania
$247K +$257K +3,720 New
TF
1538
Trek Financial
Arizona
$247K +$256K +3,708 New
PBO
1539
Peoples Bank (Ohio)
Ohio
$246K -$4.14K -60 -2%
VAF
1540
Values Added Financial
District of Columbia
$245K – – –
TW
1541
Transform Wealth
Colorado
$244K -$89.5K -1,296 -26%
CC
1542
Commons Capital
Massachusetts
$244K +$276 +4 +0.1%
LWM
1543
Lionsbridge Wealth Management
Florida
$244K – – –
AIA
1544
Arcadia Investment Advisors
Idaho
$243K – – –
RC
1545
Roundview Capital
New Jersey
$243K – – –
RBFC
1546
Roman Butler Fullerton & Co
Missouri
$243K -$93.6K -1,356 -28%
BA
1547
Baugh & Associates
Georgia
$243K – – –
IAS
1548
IMA Advisory Services
Colorado
$242K – – –
FAM
1549
Fred Alger Management
New York
$242K +$251K +3,640 New
IAA
1550
Independent Advisor Alliance
North Carolina
$242K +$251K +3,636 New
60 61
62
63 64