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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2001
Opal Wealth Advisors
New York
$255K +$249K +2,536 New
DIA
2002
Davidson Investment Advisors
Montana
$254K -$43.3K -440 -15%
IA
2003
IFS Advisors
Kansas
$253K -$12.2K -124 -5%
MIC
2004
Meridian Investment Counsel
California
$253K – – –
SJGA
2005
Stephen J. Garry & Associates
New York
$253K – – –
MHWM
2006
Montz Harcus Wealth Management
Louisiana
$252K +$393 +4 +0.2%
BRG
2007
Bay Rivers Group
Virginia
$251K – – –
PIA
2008
Powell Investment Advisors
Florida
$251K – – –
RFA
2009
Register Financial Advisors
Georgia
$250K +$9.44K +96 +4%
GCP
2010
Gill Capital Partners
Colorado
$250K – – –
CC
2011
Callan Capital
California
$250K – – –
4WM
2012
44 Wealth Management
Oregon
$249K – – –
MWM
2013
Melfa Wealth Management
Massachusetts
$249K -$1.97K -20 -0.8%
RW
2014
REDW Wealth
New Mexico
$249K -$290K -2,944 -54%
KLI
2015
Kelman-Lazarov Inc
Tennessee
$249K – – –
PTC
2016
Philadelphia Trust Company
Pennsylvania
$247K – – –
RFN
2017
RDA Financial Network
Iowa
$247K +$3.93K +40 +2%
WWM
2018
Wolff Wiese Magana
California
$246K – – –
CWM
2019
Collaborative Wealth Management
Florida
$245K -$18.5K -188 -7%
CPSAC
2020
Chas P. Smith & Associates (CPS)
Florida
$245K – – –
ECM
2021
Exchange Capital Management
Michigan
$245K – – –
TA
2022
TPG Advisors
Illinois
$245K – – –
HIC
2023
Holderness Investments Company
North Carolina
$245K – – –
CICC
2024
Capital Investment Counsel (Colorado)
Colorado
$245K -$23.6K -240 -9%
VC
2025
Vestor Capital
Illinois
$243K +$1.57K +16 +0.7%
79 80
81
82 83