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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1976
Davidson Investment Advisors
Montana
$269K – – –
AFS
1977
Access Financial Services
Minnesota
$268K +$242K +2,528 New
MWA
1978
Medallion Wealth Advisors
Connecticut
$268K – – –
MIC
1979
Meridian Investment Counsel
California
$267K – – –
OHIS
1980
Oak Harvest Investment Services
Texas
$267K -$22.2K -232 -8%
MHWM
1981
Montz Harcus Wealth Management
Louisiana
$267K – – –
GCP
1982
Gill Capital Partners
Colorado
$267K +$1.91K +20 +0.8%
AFAS
1983
Acorn Financial Advisory Services
Virginia
$266K -$19.9K -208 -8%
MFGM
1984
Marshall Financial Group (Maryland)
Maryland
$266K +$239K +2,500 New
AFPL
1985
Advus Financial Partners, LLC
Florida
$265K -$10.7K -112 -4%
RFA
1986
Register Financial Advisors
Georgia
$265K +$382 +4 +0.2%
PIA
1987
Powell Investment Advisors
Florida
$265K – – –
4WM
1988
44 Wealth Management
Oregon
$263K – – –
MWM
1989
Melfa Wealth Management
Massachusetts
$263K – – –
GAA
1990
Global Assets Advisory
Florida
$263K -$492K -5,144 -67%
PTC
1991
Philadelphia Trust Company
Pennsylvania
$262K – – –
WLPWM
1992
Walled Lake Planning & Wealth Management
Illinois
$261K -$4.07M -42,576 -95%
PCTC
1993
Perkins Coie Trust Company
Washington
$260K +$105K +1,100 +81%
WWM
1994
Wolff Wiese Magana
California
$260K – – –
CWM
1995
Collaborative Wealth Management
Florida
$259K – – –
HIC
1996
Holderness Investments Company
North Carolina
$259K – – –
TA
1997
TPG Advisors
Illinois
$259K – – –
ACH
1998
ArrowMark Colorado Holdings
Colorado
$259K +$233K +2,440 New
SCM
1999
Sterling Capital Management
North Carolina
$259K +$233K +2,440 New
SWA
2000
Strata Wealth Advisors
Texas
$257K – – –
78 79
80
81 82