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iShares Russell 1000 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2001
HighMark Wealth Management
Minnesota
$20.5K
RWM
2002
Raffa Wealth Management
District of Columbia
$20K
AWM
2003
AllSquare Wealth Management
New York
$19.6K
AIA
2004
Armor Investment Advisors
North Carolina
$18.2K
GI
2005
Gradient Investments
Minnesota
$16.8K +$15.7K +184 New
FCMT
2006
Founders Capital Management (Texas)
Texas
$13.1K
MSFP
2007
Mark Sheptoff Financial Planning
Connecticut
$13.1K
RMC
2008
Resources Management Corp
Connecticut
$13K
GFPC
2009
Global Financial Private Client
Florida
$12.8K
RTL
2010
Red Tortoise LLC
Georgia
$12.1K
PFA
2011
Pathway Financial Advisers
Indiana
$12.1K +$683 +8 +6%
RL
2012
Rogco LP
Oklahoma
$12K
SNB
2013
Security National Bank
Nebraska
$11.3K +$10.6K +124 New
IHWM
2014
Iron Horse Wealth Management
Iowa
$10.9K
DWS
2015
Dynamic Wealth Strategies
California
$10K
BC
2016
Broadwater Capital
Massachusetts
$9.11K
GLR
2017
Great Lakes Retirement
Ohio
$8.02K +$7.51K +88 New
RI
2018
Ridgewood Investments
New Jersey
$7.66K +$7.17K +84 New
FCT
2019
First Community Trust
Iowa
$7.29K
1IA
2020
1620 Investment Advisors
Massachusetts
$6.56K +$6.15K +72 New
KFS
2021
Kelly Financial Services
Massachusetts
$6.2K -$683 -8 -11%
TFA
2022
Toth Financial Advisory
Virginia
$6.2K
TWP
2023
Triad Wealth Partners
Kansas
$6.2K +$5.81K +68 New
CIA
2024
Cape Investment Advisory
Georgia
$5.83K
WAS
2025
Winch Advisory Services
Wisconsin
$5.47K