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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
2001
Drucker Wealth 3.0
New Jersey
$309K -$125K -1,100 -28%
AWM
2002
Affinity Wealth Management
Delaware
$308K +$14.5K +128 +5%
TCM
2003
TD Capital Management
Tennessee
$306K – – –
LSIA
2004
LaSalle St. Investment Advisors
Illinois
$305K +$8.63K +76 +3%
HL
2005
HeadInvest LLC
Maine
$305K -$64.9K -572 -17%
ZWA
2006
Zinnia Wealth Advisory
Florida
$305K – – –
WA
2007
WealthTrust Axiom
Pennsylvania
$305K – – –
ALWM
2008
Andrews Lucia Wealth Management
California
$303K – – –
BFA
2009
Bill Few Associates
Pennsylvania
$302K +$66.7K +588 +26%
UIA
2010
Ulland Investment Advisors
Minnesota
$300K – – –
HAIM
2011
Hunter Associates Investment Management
Pennsylvania
$299K – – –
OFG
2012
Orcam Financial Group
California
$299K -$22.2K -196 -7%
JWM
2013
Jacksonville Wealth Management
Florida
$299K – – –
GAA
2014
Global Assets Advisory
Florida
$299K +$41.3K +364 +15%
PT
2015
Plimoth Trust
Massachusetts
$298K -$102K -900 -24%
MAM
2016
Morse Asset Management
Connecticut
$298K – – –
SWM
2017
Salvus Wealth Management
New Jersey
$298K +$100K +884 +46%
PC
2018
Permanens Capital
New York
$298K -$46.8K -412 -13%
PIWA
2019
Prevail Innovative Wealth Advisors
Kansas
$298K – – –
PWP
2020
Precedent Wealth Partners
Texas
$298K -$908 -8 -0.3%
CM
2021
Cornerstone Management
Georgia
$298K – – –
WT
2022
Washington Trust
Rhode Island
$297K – – –
TAP
2023
Tounjian Advisory Partners
Florida
$296K – – –
MSR
2024
Main Street Research
Connecticut
$296K -$32.2K -284 -9%
IWA
2025
Independent Wealth Advisors
North Carolina
$296K – – –
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