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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1926
HM Payson & Co
Maine
$255K +$24.5K +248 +10%
DB
1927
Dravo Bay
Delaware
$255K -$72.6K -736 -21%
JWM
1928
Jacksonville Wealth Management
Florida
$253K – – –
PCA
1929
Prosperity Capital Advisors
Ohio
$253K +$9.87K +100 +4%
HFO
1930
Heritage Family Offices
Arizona
$253K -$10.3K -104 -4%
MAM
1931
Morse Asset Management
Connecticut
$253K – – –
SAM
1932
Sequent Asset Management
Texas
$253K – – –
CM
1933
Cornerstone Management
Georgia
$252K -$17.8K -180 -6%
TAP
1934
Tounjian Advisory Partners
Florida
$252K +$275K +2,792 New
PWP
1935
Precedent Wealth Partners
Texas
$251K -$50.9K -516 -16%
AF
1936
Aldebaran Financial
$251K – – –
WSWA
1937
Warren Street Wealth Advisors
California
$250K +$273K +2,764 New
WJWM
1938
Williams Jones Wealth Management
New York
$249K -$189K -1,920 -41%
SP
1939
Stonebrook Private
Michigan
$249K -$1.58K -16 -0.6%
AWM
1940
Affinity Wealth Management
Delaware
$249K – – –
BA
1941
Baugh & Associates
Georgia
$249K – – –
OHIS
1942
Oak Harvest Investment Services
Texas
$248K – – –
KFA
1943
Kelleher Financial Advisors
New York
$246K – – –
TC
1944
Truvestments Capital
Florida
$246K +$141K +1,428 +110%
AFAS
1945
Acorn Financial Advisory Services
Virginia
$245K – – –
KFGK
1946
Keystone Financial Group (Kentucky)
Kentucky
$244K – – –
TC
1947
Trust Company
Kansas
$244K – – –
PCFFS
1948
Pacific Center for Financial Services
California
$243K – – –
AWM
1949
Alterna Wealth Management
Texas
$243K +$266K +2,692 New
HP
1950
Haven Private
Florida
$243K +$266K +2,692 New
76 77
78
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