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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
2001
Householder Group Estate & Retirement Specialist
Arizona
$255K -$2.03M -20,664 -89%
OWA
2002
Opal Wealth Advisors
New York
$255K +$249K +2,536 New
DIA
2003
Davidson Investment Advisors
Montana
$254K -$43.3K -440 -15%
IA
2004
IFS Advisors
Kansas
$253K -$12.2K -124 -5%
MIC
2005
Meridian Investment Counsel
California
$253K – – –
SJGA
2006
Stephen J. Garry & Associates
New York
$253K – – –
MHWM
2007
Montz Harcus Wealth Management
Louisiana
$252K +$393 +4 +0.2%
AFP
2008
Advus Financial Partners
Florida
$251K – – –
BRG
2009
Bay Rivers Group
Virginia
$251K – – –
PIA
2010
Powell Investment Advisors
Florida
$251K – – –
RFA
2011
Register Financial Advisors
Georgia
$250K +$9.44K +96 +4%
GCP
2012
Gill Capital Partners
Colorado
$250K – – –
CC
2013
Callan Capital
California
$250K – – –
4WM
2014
44 Wealth Management
Oregon
$249K – – –
MWM
2015
Melfa Wealth Management
Massachusetts
$249K -$1.97K -20 -0.8%
RW
2016
REDW Wealth
New Mexico
$249K -$290K -2,944 -54%
KLI
2017
Kelman-Lazarov Inc
Tennessee
$249K – – –
PTC
2018
Philadelphia Trust Company
Pennsylvania
$247K – – –
RFN
2019
RDA Financial Network
Iowa
$247K +$3.93K +40 +2%
WWM
2020
Wolff Wiese Magana
California
$246K – – –
CWM
2021
Collaborative Wealth Management
Florida
$245K -$18.5K -188 -7%
CPSAC
2022
Chas P. Smith & Associates (CPS)
Florida
$245K – – –
ECM
2023
Exchange Capital Management
Michigan
$245K – – –
TA
2024
TPG Advisors
Illinois
$245K – – –
HIC
2025
Holderness Investments Company
North Carolina
$245K – – –
79 80
81
82 83