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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2001
HeadInvest LLC
Maine
$305K -$64.9K -572 -17%
ZWA
2002
Zinnia Wealth Advisory
Florida
$305K – – –
WA
2003
WealthTrust Axiom
Pennsylvania
$305K – – –
ALWM
2004
Andrews Lucia Wealth Management
California
$303K – – –
BFA
2005
Bill Few Associates
Pennsylvania
$302K +$66.7K +588 +26%
UIA
2006
Ulland Investment Advisors
Minnesota
$300K – – –
HAIM
2007
Hunter Associates Investment Management
Pennsylvania
$299K – – –
OFG
2008
Orcam Financial Group
California
$299K -$22.2K -196 -7%
JWM
2009
Jacksonville Wealth Management
Florida
$299K – – –
GAA
2010
Global Assets Advisory
Florida
$299K +$41.3K +364 +15%
PT
2011
Plimoth Trust
Massachusetts
$298K -$102K -900 -24%
MAM
2012
Morse Asset Management
Connecticut
$298K – – –
SWM
2013
Salvus Wealth Management
New Jersey
$298K +$100K +884 +46%
PC
2014
Permanens Capital
New York
$298K -$46.8K -412 -13%
PIWA
2015
Prevail Innovative Wealth Advisors
Kansas
$298K – – –
PWP
2016
Precedent Wealth Partners
Texas
$298K -$908 -8 -0.3%
CM
2017
Cornerstone Management
Georgia
$298K – – –
WT
2018
Washington Trust
Rhode Island
$297K – – –
TAP
2019
Tounjian Advisory Partners
Florida
$296K – – –
MSR
2020
Main Street Research
Connecticut
$296K -$32.2K -284 -9%
IWA
2021
Independent Wealth Advisors
North Carolina
$296K – – –
AF
2022
Aldebaran Financial
$296K – – –
CFM
2023
Cornerstone Financial Management
Massachusetts
$295K – – –
AFAS
2024
Acorn Financial Advisory Services
Virginia
$294K -$1.36K -12 -0.4%
VBFP
2025
Valtinson Bruner Financial Planning
Minnesota
$293K – – –
79 80
81
82 83