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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2076
Independent Wealth Advisors
North Carolina
$328K +$329K +2,776 New
AFAS
2077
Acorn Financial Advisory Services
Virginia
$328K +$31.3K +264 +11%
LSPW
2078
Lake Street Private Wealth
Illinois
$327K -$3.32K -28 -1%
CFM
2079
Cornerstone Financial Management
Massachusetts
$327K +$327K +2,764 New
AWM
2080
Affinity Wealth Management
Delaware
$327K – – –
PPP
2081
Prism Planning Partners
Illinois
$326K +$326K +2,752 New
VBFP
2082
Valtinson Bruner Financial Planning
Minnesota
$325K – – –
VDBMI
2083
Van Den Berg Management I
Texas
$322K +$323K +2,724 New
EPAM
2084
Evelyn Partners Asset Management
$322K -$270K -2,280 -46%
MBFW
2085
Morton Brown Family Wealth
Pennsylvania
$321K -$19.9K -168 -6%
KFGK
2086
Keystone Financial Group (Kentucky)
Kentucky
$320K – – –
AWP
2087
Abacus Wealth Partners
California
$320K +$108K +908 +51%
TC
2088
Trust Company
Kansas
$319K – – –
RF
2089
Rossby Financial
Florida
$319K +$11.4K +96 +4%
MFGM
2090
Marshall Financial Group (Maryland)
Maryland
$319K +$27.5K +232 +9%
RF
2091
Robinswood Financial
Washington
$318K +$474 +4 +0.1%
JRPIM
2092
Journey Retirement Planning & Investment Management
Idaho
$317K +$317K +2,676 New
LG
2093
LaFleur & Godfrey
Michigan
$316K -$10.4K -88 -3%
BP
2094
Broadleaf Partners
Ohio
$316K +$3.79K +32 +1%
PCFFS
2095
Pacific Center for Financial Services
California
$315K – – –
CTC
2096
Cetera Trust Company
Minnesota
$315K – – –
BC
2097
Bowman & Company
Wisconsin
$314K +$474 +4 +0.2%
LWA
2098
Legacy Wealth Advisors
Florida
$314K +$315K +2,656 New
LSA
2099
Lansing Street Advisors
Pennsylvania
$313K +$31.7K +268 +11%
AW
2100
Ankerstar Wealth
Texas
$312K +$313K +2,640 New
82 83
84
85 86