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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2026
Outlook Wealth Advisors
Texas
$243K +$238K +2,416 New
1W
2027
1776 Wealth
Georgia
$242K – – –
WRPWM
2028
Werba Rubin Papier Wealth Management
California
$242K – – –
PDL
2029
Portfolio Design Labs
California
$242K – – –
CCA
2030
Cobblestone Capital Advisors
New York
$241K – – –
ERIM
2031
Eagle Ridge Investment Management
Connecticut
$241K – – –
CCM
2032
Chilton Capital Management
Texas
$240K -$71.6K -728 -23%
RPSA
2033
Richard P. Slaughter Associates
Texas
$240K +$13.4K +136 +6%
FC
2034
Fulcrum Capital
Washington
$240K +$235K +2,388 New
BMC
2035
Benin Management Corp
Connecticut
$239K – – –
FFG
2036
Floyd Financial Group
Missouri
$239K +$236K +2,400 New
KWA
2037
Kellett Wealth Advisors
Ohio
$238K +$2.75K +28 +1%
CF
2038
Claris Financial
Virginia
$237K +$233K +2,364 New
CCC
2039
Compass Capital Corp
Massachusetts
$237K +$227K +2,312 New
FNBOO
2040
First National Bank of Omaha
Nebraska
$236K – – –
CFO
2041
CVA Family Office
Colorado
$235K – – –
NEPPG
2042
New England Professional Planning Group
Rhode Island
$235K – – –
NCM
2043
Noesis Capital Mangement
Florida
$234K -$5.9K -60 -3%
MWA
2044
Medallion Wealth Advisors
Connecticut
$234K +$249K +2,528 New
FAN
2045
Financial Advisors Network
California
$233K +$228K +2,320 New
KIM
2046
Kestra Investment Management
Texas
$233K -$2.36K -24 -1%
AF
2047
Amara Financial
California
$232K – – –
TWM
2048
TCFG Wealth Management
California
$232K – – –
BTW
2049
Boston Trust Walden
Massachusetts
$231K – – –
DAS
2050
Diversify Advisory Services
Utah
$231K -$576K -5,856 -72%
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82
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