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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2001
Sterling Capital Management
North Carolina
$259K +$233K +2,440 New
SWA
2002
Strata Wealth Advisors
Texas
$257K – – –
FFG
2003
Floyd Financial Group
Missouri
$257K – – –
WCP
2004
Wealthcare Capital Partners
Pennsylvania
$256K -$1.15K -12 -0.5%
WIC
2005
Wilkins Investment Counsel
Massachusetts
$255K -$118K -1,236 -34%
TPW
2006
Talon Private Wealth
Florida
$255K -$115K -1,200 -33%
CCA
2007
Cobblestone Capital Advisors
New York
$255K – – –
FC
2008
Fulcrum Capital
Washington
$253K – – –
I
2009
INVST
Indiana
$253K +$228K +2,388 New
LSA
2010
Lansing Street Advisors
Pennsylvania
$252K – – –
HFO
2011
Heritage Family Offices
Arizona
$252K – – –
LSA
2012
Lion Street Advisors
Texas
$252K -$765 -8 -0.3%
KWA
2013
Kellett Wealth Advisors
Ohio
$252K +$382 +4 +0.2%
TAP
2014
Tounjian Advisory Partners
Florida
$252K – – –
TPF
2015
Tribridge Partners Financial
Maryland
$251K +$226K +2,368 New
CC
2016
Cypress Capital
Tennessee
$251K -$8.18M -85,592 -97%
PFG
2017
Prosperity Financial Group
California
$248K +$7.27K +76 +3%
CFO
2018
CVA Family Office
Colorado
$248K – – –
TCMP
2019
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K +$222K +2,324 New
FAN
2020
Financial Advisors Network
California
$246K – – –
DCM
2021
DGS Capital Management
New Jersey
$246K +$222K +2,320 New
AF
2022
Amara Financial
California
$246K – – –
VA
2023
Vident Advisory
Georgia
$245K +$1.91K +20 +0.9%
PC
2024
Pecaut & Co
Iowa
$244K -$4.21K -44 -2%
BTW
2025
Boston Trust Walden
Massachusetts
$244K – – –
79 80
81
82 83