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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2026
Aldebaran Financial
$296K – – –
CFM
2027
Cornerstone Financial Management
Massachusetts
$295K – – –
AFAS
2028
Acorn Financial Advisory Services
Virginia
$294K -$1.36K -12 -0.4%
VBFP
2029
Valtinson Bruner Financial Planning
Minnesota
$293K – – –
KFA
2030
Kelleher Financial Advisors
New York
$291K +$58.1K +512 +23%
KFAS
2031
Keating Financial Advisory Services
Kansas
$290K -$43.6K -384 -12%
MWM
2032
Mascoma Wealth Management
New Hampshire
$289K +$127K +1,116 +70%
MBFW
2033
Morton Brown Family Wealth
Pennsylvania
$289K – – –
AWP
2034
Abacus Wealth Partners
California
$288K – – –
PPP
2035
Prism Planning Partners
Illinois
$288K -$5.45K -48 -2%
SP
2036
Stonebrook Private
Michigan
$288K -$277K -2,440 -47%
SW
2037
SkyOak Wealth
Michigan
$288K +$18.2K +160 +6%
TC
2038
Trust Company
Kansas
$287K – – –
PCFFS
2039
Pacific Center for Financial Services
California
$287K – – –
RF
2040
Robinswood Financial
Washington
$287K – – –
CCC
2041
Compass Capital Corp
Massachusetts
$286K +$791K +6,968 +300%
PWMG
2042
Prestige Wealth Management Group
New Jersey
$286K -$71.3K -628 -19%
LG
2043
LaFleur & Godfrey
Michigan
$285K – – –
CTC
2044
Cetera Trust Company
Minnesota
$284K – – –
SAM
2045
SP Asset Management
California
$284K -$1.44M -12,652 -83%
PWM
2046
Penobscot Wealth Management
Maine
$283K +$92.2K +812 +44%
DCM
2047
DGS Capital Management
New Jersey
$282K +$37.2K +328 +14%
LSA
2048
Lansing Street Advisors
Pennsylvania
$282K – – –
GWM
2049
GSB Wealth Management
Connecticut
$282K -$28.1K -248 -9%
AW
2050
Ankerstar Wealth
Texas
$281K – – –
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