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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
151
Strategic Point Investment Advisors
Rhode Island
$49.7M +$892K +7,400 +2%
RWB
152
RMR Wealth Builders
New Jersey
$49.4M -$255K -2,113 -0.5%
BF
153
BOK Financial
Oklahoma
$48.2M -$877K -7,277 -2%
TPCW
154
TD Private Client Wealth
New York
$48.1M -$1.66M -13,792 -3%
BWCS
155
Beirne Wealth Consulting Services
Connecticut
$47.5M +$40.2M +333,070 +676%
UCFA
156
United Capital Financial Advisors
Texas
$47.1M -$658K -5,455 -1%
NP
157
NorthRock Partners
Minnesota
$47M -$140M -1,164,925 -75%
WWM
158
Waterway Wealth Management
Texas
$46.1M -$30.3M -251,530 -36%
LFWA
159
LBJ Family Wealth Advisors
Texas
$45.9M -$124K -1,030 -0.3%
HCC
160
Hirtle Callaghan & Co
Pennsylvania
$45.5M -$75.2K -624 -0.2%
AI
161
Accredited Investors
Minnesota
$45.2M -$685K -5,678 -2%
APP
162
Avantax Planning Partners
Iowa
$45M -$957K -7,941 -2%
PS
163
Portfolio Strategies
New York
$45M -$2.34M -19,404 -5%
RFA
164
RTD Financial Advisors
Pennsylvania
$44.9M -$610K -5,061 -1%
BCM
165
BTC Capital Management
Iowa
$44.6M +$709K +5,879 +2%
RWP
166
RWA Wealth Partners
Massachusetts
$44.4M +$7.1M +58,875 +20%
SWMG
167
Sanchez Wealth Management Group
Florida
$43.6M +$1.75M +14,543 +4%
CIA
168
Concurrent Investment Advisors
Florida
$43.2M +$12.4M +102,605 +42%
WCAMG
169
Woodard & Company Asset Management Group
North Carolina
$42.7M -$2.67M -22,158 -6%
CG
170
Corundum Group
Colorado
$42.4M – – –
NCA
171
Newbrook Capital Advisors
New York
$42.2M +$5.66M +46,950 +16%
FHC
172
First Horizon Corporation
Tennessee
$42M +$543K +4,507 +1%
CFO
173
Callan Family Office
Pennsylvania
$41M +$1.47M +12,180 +4%
SG
174
StoneX Group
New York
$40.5M -$2.3M -19,038 -6%
MWM
175
Modern Wealth Management
Kansas
$39.9M +$35.2M +291,857 +979%
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