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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1976
Live Oak Private Wealth
North Carolina
$230K +$251K +2,548 New
FFS
1977
Flavin Financial Services
Florida
$229K -$9.47K -96 -4%
MWA
1978
Medallion Wealth Advisors
Connecticut
$229K – – –
DIA
1979
Davidson Investment Advisors
Montana
$229K – – –
MIC
1980
Meridian Investment Counsel
California
$227K – – –
SJGA
1981
Stephen J. Garry & Associates
New York
$227K – – –
MHWM
1982
Montz Harcus Wealth Management
Louisiana
$227K +$395 +4 +0.2%
TFA
1983
Tranquilli Financial Advisor
New Jersey
$226K +$247K +2,500 New
RFA
1984
Register Financial Advisors
Georgia
$225K – – –
PIA
1985
Powell Investment Advisors
Florida
$225K – – –
GCP
1986
Gill Capital Partners
Colorado
$225K – – –
4WM
1987
44 Wealth Management
Oregon
$224K – – –
MWM
1988
Melfa Wealth Management
Massachusetts
$224K – – –
PTC
1989
Philadelphia Trust Company
Pennsylvania
$222K – – –
WWM
1990
Wolff Wiese Magana
California
$221K – – –
CWM
1991
Collaborative Wealth Management
Florida
$221K – – –
HIC
1992
Holderness Investments Company
North Carolina
$220K – – –
ECM
1993
Exchange Capital Management
Michigan
$220K – – –
TA
1994
TPG Advisors
Illinois
$220K – – –
SWA
1995
Strata Wealth Advisors
Texas
$219K -$28.4K -288 -11%
WCP
1996
Wealthcare Capital Partners
Pennsylvania
$219K +$239K +2,424 New
IA
1997
IFS Advisors
Kansas
$217K -$11.4K -116 -5%
WRPWM
1998
Werba Rubin Papier Wealth Management
California
$217K – – –
PDL
1999
Portfolio Design Labs
California
$217K – – –
VC
2000
Vestor Capital
Illinois
$217K -$1.58K -16 -0.7%
78 79
80
81 82