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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
2001
Keating Financial Advisory Services
Kansas
$367K +$368K +3,104 New
PFS
2002
Prospect Financial Services
New York
$366K +$9.48K +80 +3%
NWP
2003
NerdWallet Wealth Partners
New York
$366K – – –
EWA
2004
Emergent Wealth Advisors
New York
$365K +$474 +4 +0.1%
EFN
2005
Equita Financial Network
Pennsylvania
$364K – – –
HPC
2006
HM Payson & Co
Maine
$363K +$28.9K +244 +9%
BST
2007
Bath Savings Trust
Maine
$363K – – –
MSR
2008
Main Street Research
Connecticut
$363K – – –
FPB
2009
First PREMIER Bank
South Dakota
$362K – – –
LBWM
2010
Left Brain Wealth Management
Illinois
$362K -$223K -1,884 -38%
FOR
2011
Family Office Research
Maryland
$360K – – –
PCP
2012
Proficio Capital Partners
Massachusetts
$360K +$111K +940 +45%
KWA
2013
Kellett Wealth Advisors
Ohio
$359K +$62.5K +528 +21%
ORI
2014
Oak Ridge Investments
Illinois
$358K +$359K +3,028 New
FAL
2015
Focused Alpha LLC
Colorado
$358K +$358K +3,024 New
VFS
2016
Valpey Financial Services
New Hampshire
$357K -$12.8K -108 -3%
SWM
2017
SK Wealth Management
Rhode Island
$357K -$40.3K -340 -10%
NSAM
2018
North Star Asset Management
Wisconsin
$356K +$4.74K +40 +1%
B
2019
Bedminster
South Carolina
$356K +$357K +3,012 New
SFP
2020
Strategic Financial Partners
Oregon
$356K -$25.6K -216 -7%
BAM
2021
Brave Asset Management
New Jersey
$356K – – –
OHIS
2022
Oak Harvest Investment Services
Texas
$356K +$57.8K +488 +19%
AC
2023
Allstate Corporation
Illinois
$355K -$71.1K -600 -17%
LB
2024
Legacy Bridge
Iowa
$355K – – –
OFG
2025
Orcam Financial Group
California
$355K – – –
79 80
81
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