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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2001
Floyd Financial Group
Missouri
$257K – – –
WCP
2002
Wealthcare Capital Partners
Pennsylvania
$256K -$1.15K -12 -0.5%
WIC
2003
Wilkins Investment Counsel
Massachusetts
$255K -$118K -1,236 -34%
TPW
2004
Talon Private Wealth
Florida
$255K -$115K -1,200 -33%
CCA
2005
Cobblestone Capital Advisors
New York
$255K – – –
FC
2006
Fulcrum Capital
Washington
$253K – – –
I
2007
INVST
Indiana
$253K +$228K +2,388 New
LSA
2008
Lansing Street Advisors
Pennsylvania
$252K – – –
HFO
2009
Heritage Family Offices
Arizona
$252K – – –
LSA
2010
Lion Street Advisors
Texas
$252K -$765 -8 -0.3%
KWA
2011
Kellett Wealth Advisors
Ohio
$252K +$382 +4 +0.2%
TAP
2012
Tounjian Advisory Partners
Florida
$252K – – –
TPF
2013
Tribridge Partners Financial
Maryland
$251K +$226K +2,368 New
CC
2014
Cypress Capital
Tennessee
$251K -$8.18M -85,592 -97%
PFG
2015
Prosperity Financial Group
California
$248K +$7.27K +76 +3%
CFO
2016
CVA Family Office
Colorado
$248K – – –
TCMP
2017
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K +$222K +2,324 New
FAN
2018
Financial Advisors Network
California
$246K – – –
DCM
2019
DGS Capital Management
New Jersey
$246K +$222K +2,320 New
AF
2020
Amara Financial
California
$246K – – –
VA
2021
Vident Advisory
Georgia
$245K +$1.91K +20 +0.9%
PC
2022
Pecaut & Co
Iowa
$244K -$4.21K -44 -2%
BTW
2023
Boston Trust Walden
Massachusetts
$244K – – –
BFA
2024
Bill Few Associates
Pennsylvania
$244K +$220K +2,296 New
BDFN
2025
Bond & Devick Financial Network
Minnesota
$244K +$220K +2,296 New
79 80
81
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