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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2076
Cornerstone Financial Management
Massachusetts
$327K +$327K +2,764 New
AWM
2077
Affinity Wealth Management
Delaware
$327K – – –
PPP
2078
Prism Planning Partners
Illinois
$326K +$326K +2,752 New
VBFP
2079
Valtinson Bruner Financial Planning
Minnesota
$325K – – –
VDBMI
2080
Van Den Berg Management I
Texas
$322K +$323K +2,724 New
EPAM
2081
Evelyn Partners Asset Management
$322K -$270K -2,280 -46%
MBFW
2082
Morton Brown Family Wealth
Pennsylvania
$321K -$19.9K -168 -6%
KFGK
2083
Keystone Financial Group (Kentucky)
Kentucky
$320K – – –
AWP
2084
Abacus Wealth Partners
California
$320K +$108K +908 +51%
TC
2085
Trust Company
Kansas
$319K – – –
RF
2086
Rossby Financial
Florida
$319K +$11.4K +96 +4%
MFGM
2087
Marshall Financial Group (Maryland)
Maryland
$319K +$27.5K +232 +9%
RF
2088
Robinswood Financial
Washington
$318K +$474 +4 +0.1%
JRPIM
2089
Journey Retirement Planning & Investment Management
Idaho
$317K +$317K +2,676 New
LG
2090
LaFleur & Godfrey
Michigan
$316K -$10.4K -88 -3%
BP
2091
Broadleaf Partners
Ohio
$316K +$3.79K +32 +1%
PCFFS
2092
Pacific Center for Financial Services
California
$315K – – –
CTC
2093
Cetera Trust Company
Minnesota
$315K – – –
BC
2094
Bowman & Company
Wisconsin
$314K +$474 +4 +0.2%
LWA
2095
Legacy Wealth Advisors
Florida
$314K +$315K +2,656 New
LSA
2096
Lansing Street Advisors
Pennsylvania
$313K +$31.7K +268 +11%
AW
2097
Ankerstar Wealth
Texas
$312K +$313K +2,640 New
CP
2098
Canopy Partners
Ohio
$311K – – –
LSL
2099
Legacy Solutions LLC
Pennsylvania
$309K – – –
EIA
2100
Eastover Investment Advisors
North Carolina
$309K – – –
82 83
84
85 86