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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2026
RB Capital Management
Nevada
$351K -$37.1K -308 -10%
OFG
2027
Orcam Financial Group
California
$348K +$121 +1 +0%
JWM
2028
Jacksonville Wealth Management
Florida
$348K – – –
MAM
2029
Morse Asset Management
Connecticut
$348K – – –
PT
2030
Plimoth Trust
Massachusetts
$348K – – –
CWM
2031
Collaborative Wealth Management
Florida
$347K +$337K +2,798 New
FGC
2032
First Growth Capital
Maryland
$347K -$77.2K -640 -19%
HAIM
2033
Hunter Associates Investment Management
Pennsylvania
$347K – – –
RWS
2034
Retirement Wealth Solutions
Wisconsin
$346K +$44.8K +372 +15%
MSR
2035
Main Street Research
Connecticut
$345K – – –
IWA
2036
Independent Wealth Advisors
North Carolina
$345K +$362 +3 +0.1%
GAA
2037
Global Assets Advisory
Florida
$345K – – –
CM
2038
Cornerstone Management
Georgia
$345K -$1.81K -15 -0.5%
AF
2039
Aldebaran Financial
$345K – – –
LA
2040
LVW Advisors
New York
$344K -$50.4K -418 -13%
VBFP
2041
Valtinson Bruner Financial Planning
Minnesota
$341K – – –
NWM
2042
Navigate Wealth Management
Alabama
$340K -$26.5K -220 -7%
AFAS
2043
Acorn Financial Advisory Services
Virginia
$340K -$2.41K -20 -0.7%
GI
2044
Gradient Investments
Minnesota
$340K +$330K +2,740 New
FB
2045
First Bancorp
Maine
$339K -$59.6K -494 -15%
KFAS
2046
Keating Financial Advisory Services
Kansas
$338K +$121 +1 +0%
BFP
2047
Beacon Financial Planning
Massachusetts
$338K +$16.5K +137 +5%
AWM
2048
Affinity Wealth Management
Delaware
$338K -$20.3K -168 -6%
PPP
2049
Prism Planning Partners
Illinois
$336K -$121 -1 -0%
SP
2050
Stonebrook Private
Michigan
$335K – – –
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