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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1951
Private Wealth Management Group
New Jersey
$148K – – –
MCI
1952
MRP Capital Investments
Georgia
$148K +$143K +1,572 New
JFG
1953
JDM Financial Group
Texas
$142K – – –
FPFS
1954
First Personal Financial Services
North Carolina
$137K – – –
LFA
1955
Legend Financial Advisors
Pennsylvania
$137K -$22.8K -252 -15%
VCM
1956
Viewpoint Capital Management
Washington
$135K – – –
PCTC
1957
Perkins Coie Trust Company
Washington
$135K – – –
SA
1958
SRH Advisors
Kansas
$134K – – –
MFA
1959
Morling Financial Advisors
California
$133K – – –
SWP
1960
SIMA Wealth Partners
Virginia
$133K – – –
MSS
1961
Mitchell Sinkler & Starr
Pennsylvania
$131K – – –
TCM
1962
TruNorth Capital Management
Michigan
$131K – – –
SAM
1963
Smartleaf Asset Management
Massachusetts
$127K +$20.7K +228 +20%
HI
1964
Horizon Investments
North Carolina
$125K +$121K +1,336 New
DCM
1965
Davis Capital Management
Florida
$123K -$57.3K -632 -33%
CWM
1966
CarsonAllaria Wealth Management
Illinois
$121K – – –
EPW
1967
Evergreen Private Wealth
Colorado
$117K – – –
IIL
1968
Insight Inv LLC
California
$117K – – –
DSC
1969
Duncker Streett & Co
Missouri
$116K – – –
TPCM
1970
Templeton & Phillips Capital Management
Tennessee
$113K – – –
TCA
1971
Trifecta Capital Advisors
Illinois
$113K – – –
TPW
1972
Talon Private Wealth
Florida
$113K +$109K +1,200 New
CSC
1973
Caldwell Sutter Capital
California
$109K -$6.89K -76 -6%
JGIA
1974
Jackson Grant Investment Advisers
Connecticut
$108K +$363 +4 +0.3%
MHR
1975
Matthew Hamilton Rosenberg
$106K – – –
77 78
79
80 81