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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1951
Thoma Capital Management
Maryland
$283K +$277K +2,820 New
JWM
1952
Jacksonville Wealth Management
Florida
$282K +$276K +2,804 New
AF
1953
Aldebaran Financial
$281K – – –
MAM
1954
Morse Asset Management
Connecticut
$281K – – –
SAM
1955
Sequent Asset Management
Texas
$281K – – –
NSAM
1956
North Star Asset Management
Wisconsin
$280K +$274K +2,784 New
SP
1957
Stonebrook Private
Michigan
$279K -$97.6K -992 -26%
PFGIA
1958
Patriot Financial Group Insurance Agency
Massachusetts
$278K +$272K +2,768 New
BA
1959
Baugh & Associates
Georgia
$277K -$19.7K -200 -7%
AWM
1960
Affinity Wealth Management
Delaware
$277K – – –
OHIS
1961
Oak Harvest Investment Services
Texas
$276K – – –
KFA
1962
Kelleher Financial Advisors
New York
$274K +$27.1K +276 +11%
MSS
1963
Mitchell Sinkler & Starr
Pennsylvania
$273K +$130K +1,320 +94%
AIM
1964
Aspen Investment Management
Michigan
$273K – – –
AFAS
1965
Acorn Financial Advisory Services
Virginia
$273K – – –
SWA
1966
Strata Wealth Advisors
Texas
$272K – – –
KFGK
1967
Keystone Financial Group (Kentucky)
Kentucky
$272K +$1.18K +12 +0.4%
TC
1968
Trust Company
Kansas
$271K -$12.6K -128 -5%
PCFFS
1969
Pacific Center for Financial Services
California
$270K – – –
IAP
1970
Indie Asset Partners
Indiana
$270K – – –
NCFG
1971
New Century Financial Group
New Jersey
$269K -$10.2K -104 -4%
PCA
1972
Prosperity Capital Advisors
Ohio
$269K – – –
RF
1973
Robinswood Financial
Washington
$269K +$393 +4 +0.1%
SFO
1974
Standard Family Office
South Dakota
$268K – – –
GSWM
1975
Golden State Wealth Management
California
$268K +$262K +2,668 New
77 78
79
80 81