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iShares Russell 1000 Growth ETF
IWF

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
2276
Oakwell Private Wealth Management
Texas
$224K – – –
JWM
2277
JPL Wealth Management
Colorado
$223K -$395K -3,332 -64%
VAM
2278
Virtue Asset Management
Illinois
$223K – – –
SFG
2279
Sather Financial Group
Texas
$223K +$474 +4 +0.2%
FA
2280
Financial Alternatives
California
$223K +$224K +1,888 New
FWM
2281
Fonville Wealth Management
Virginia
$222K +$16.6K +140 +8%
AFA
2282
American Financial Advisors
Georgia
$222K -$1.9K -16 -0.8%
FB
2283
Finward Bancorp
Indiana
$222K – – –
RC
2284
Randolph Company
Ohio
$220K – – –
DCA
2285
DB&C Advisors
Michigan
$220K +$220K +1,856 New
LWA
2286
Lifelong Wealth Advisors
Minnesota
$219K +$219K +1,852 New
MGWA
2287
Monument Group Wealth Advisors
Massachusetts
$219K -$51.2K -432 -19%
W
2288
WealthCollab
Washington
$219K – – –
SRCM
2289
Signature Resources Capital Management
California
$219K +$86.2K +728 +65%
MG
2290
McHugh Group
Ohio
$219K – – –
PWM
2291
Penobscot Wealth Management
Maine
$218K +$218K +1,844 New
WI
2292
Wedgewood Investors
Pennsylvania
$218K – – –
BA
2293
Baugh & Associates
Georgia
$218K -$23.7K -200 -10%
MF
2294
Meridian Financial
Massachusetts
$217K – – –
CCM
2295
Compass Capital Management
Minnesota
$217K +$217K +1,832 New
IFWM
2296
Institute for Wealth Management
Colorado
$215K -$10.4K -88 -5%
BHIA
2297
Birch Hill Investment Advisors
Massachusetts
$215K – – –
MCIA
2298
Mountain Capital Investment Advisors
Colorado
$215K – – –
CFA
2299
Cahill Financial Advisors
Minnesota
$214K – – –
KFGG
2300
Keystone Financial Group (Georgia)
Georgia
$214K – – –
90 91
92
93 94