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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
2001
R2 Capital Strategies
Nebraska
$361K +$350K +2,907 New
GHA
2002
Good Harbor Advisors
Massachusetts
$360K -$6.03K -50 -2%
DW30
2003
Drucker Wealth 3.0
New Jersey
$360K +$121 +1 +0%
MIA
2004
MainStreet Investment Advisors
Illinois
$359K +$349K +2,892 New
DWM
2005
Drive Wealth Management
Utah
$359K -$74K -614 -18%
TCM
2006
TD Capital Management
Tennessee
$356K +$241 +2 +0.1%
DCM
2007
Davis Capital Management
Florida
$356K +$163K +1,353 +89%
CFP
2008
Catalyst Financial Partners
Massachusetts
$355K -$51.2K -425 -13%
HL
2009
HeadInvest LLC
Maine
$355K -$482 -4 -0.1%
ZWA
2010
Zinnia Wealth Advisory
Florida
$355K – – –
WA
2011
WealthTrust Axiom
Pennsylvania
$355K +$121 +1 +0%
DFA
2012
Delta Financial Advisors
Louisiana
$354K -$11.6K -96 -3%
SP
2013
Symmetry Partners
Connecticut
$353K +$74.5K +618 +28%
ALWM
2014
Andrews Lucia Wealth Management
California
$353K +$241 +2 +0.1%
BFA
2015
Bill Few Associates
Pennsylvania
$352K – – –
RCM
2016
RB Capital Management
Nevada
$351K -$37.1K -308 -10%
OFG
2017
Orcam Financial Group
California
$348K +$121 +1 +0%
JWM
2018
Jacksonville Wealth Management
Florida
$348K – – –
MAM
2019
Morse Asset Management
Connecticut
$348K – – –
PT
2020
Plimoth Trust
Massachusetts
$348K – – –
CWM
2021
Collaborative Wealth Management
Florida
$347K +$337K +2,798 New
FGC
2022
First Growth Capital
Maryland
$347K -$77.2K -640 -19%
HAIM
2023
Hunter Associates Investment Management
Pennsylvania
$347K – – –
RWS
2024
Retirement Wealth Solutions
Wisconsin
$346K +$44.8K +372 +15%
MSR
2025
Main Street Research
Connecticut
$345K – – –
79 80
81
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