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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1976
Wright Wealth
Georgia
$381K +$381K +3,220 New
CHJWM
1977
Carlton Hofferkamp & Jenks Wealth Management
Texas
$381K – – –
RC
1978
Roundview Capital
New Jersey
$381K +$474 +4 +0.1%
PFA
1979
Peak Financial Advisors
Colorado
$381K – – –
PC
1980
Permanens Capital
New York
$380K – – –
OAS
1981
Optivise Advisory Services
Tennessee
$379K +$50.7K +428 +15%
AFM
1982
Aspetuck Financial Management
Connecticut
$379K – – –
EWM
1983
Elite Wealth Management
Washington
$379K – – –
BSA
1984
Braun Stacey Associates
New York
$378K -$47.4K -400 -11%
LA
1985
LVW Advisors
New York
$377K – – –
KRW
1986
Kaufman Rossin Wealth
Florida
$376K – – –
SAM
1987
Secure Asset Management
Michigan
$374K -$1.63M -13,800 -81%
BF
1988
Bonfire Financial
Colorado
$374K – – –
AWM
1989
Alterna Wealth Management
Texas
$373K – – –
RPSA
1990
Richard P. Slaughter Associates
Texas
$373K – – –
NCM
1991
Novare Capital Management
North Carolina
$372K – – –
APW
1992
Aurora Private Wealth
New Jersey
$372K +$372K +3,140 New
CA
1993
Carson Advisory
Georgia
$372K -$19K -160 -5%
HNWAG
1994
High Net Worth Advisory Group
Florida
$371K – – –
IAS
1995
IMA Advisory Services
Colorado
$371K – – –
RP
1996
Riverbridge Partners
Minnesota
$370K +$371K +3,132 New
RCM
1997
RB Capital Management
Nevada
$370K +$474 +4 +0.1%
SLWM
1998
Stone Loft Wealth Management
Pennsylvania
$370K +$370K +3,124 New
LFP
1999
Lakeshore Financial Planning
Michigan
$368K -$48.3K -408 -12%
GD
2000
Grandfield & Dodd
New York
$368K – – –
78 79
80
81 82