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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
2001
RE Dickinson Investment Advisors
Iowa
$75.8K – – –
APW
2002
Atlantic Private Wealth
North Carolina
$75.8K – – –
MCM
2003
Mill Capital Management
North Carolina
$75.1K – – –
BFA
2004
BBJS Financial Advisors
Washington
$72.8K – – –
MFG
2005
Mendota Financial Group
Wisconsin
$70.9K – – –
FFL
2006
Financial Freedom LLC
Ohio
$68.7K – – –
AW
2007
Avion Wealth
Texas
$68K – – –
CLOS
2008
Compagnie Lombard Odier SCmA
Switzerland
$67.6K +$65.3K +720 New
FG
2009
Fairman Group
Pennsylvania
$64.5K -$1.81K -20 -3%
DAM
2010
Delta Asset Management
Tennessee
$58.2K +$5.44K +60 +11%
CB
2011
CNB Bank
Pennsylvania
$56.7K -$2.9K -32 -5%
TCM
2012
Tanaka Capital Management
New York
$56K – – –
TSMHT
2013
Thurston Springer Miller Herd & Titak
Indiana
$55.9K +$14.5K +160 +37%
WIM
2014
Westside Investment Management
California
$54.4K – – –
SC
2015
Sawyer & Company
Massachusetts
$53K +$51.1K +564 New
CPA
2016
Capital Performance Advisors
California
$51.3K +$49.7K +548 New
BIM
2017
Breakwater Investment Management
Washington
$48.8K – – –
KB
2018
Kimelman & Baird
New York
$48.8K – – –
PFSC
2019
Peoples Financial Services Corp
Pennsylvania
$48.8K – – –
MWM
2020
Mascoma Wealth Management
New Hampshire
$48.4K – – –
BAM
2021
Byrne Asset Management
New Jersey
$48.4K +$46.8K +516 New
SFCL
2022
Strengthening Families & Communities LLC
Massachusetts
$44.9K +$363 +4 +0.8%
WWP
2023
WR Wealth Planners
Missouri
$44.3K -$30.1K -332 -41%
PIS
2024
POM Investment Strategies
North Carolina
$42.8K – – –
HWA
2025
HHM Wealth Advisors
Tennessee
$42.4K – – –
79 80
81
82 83