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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
226
Heron Financial Group
New York
$578K +$12.4K +138 +2%
PP
227
Patten & Patten
Tennessee
$552K – – –
DSA
228
Droms Strauss Advisors
Missouri
$551K – – –
CWM
229
Collaborative Wealth Management
Florida
$551K +$470K +5,219 New
SW
230
SVB Wealth
Massachusetts
$549K -$8.74K -97 -2%
SL
231
Savior LLC
Massachusetts
$545K -$901 -10 -0.2%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$545K +$51.5K +572 +11%
LRIA
233
Leonard Rickey Investment Advisors
Washington
$529K -$8.47K -94 -2%
BSI
234
Bennett Selby Investments
Maine
$512K – – –
LFA
235
Legacy Financial Advisors
Kentucky
$497K – – –
NF
236
Nikulski Financial
Iowa
$496K -$24.3K -270 -5%
BFC
237
Bedel Financial Consulting
Indiana
$486K -$1.08K -12 -0.2%
DJSG
238
D.J. St. Germain
Massachusetts
$483K -$13.6K -151 -3%
CAG
239
Csenge Advisory Group
Florida
$471K +$443K +4,921 New
GIA
240
Gladstone Institutional Advisory
Florida
$468K +$90.9K +1,009 +24%
HFA
241
High Falls Advisors
New York
$465K -$54.1K -600 -10%
ASN
242
Advisory Services Network
Georgia
$465K -$721 -8 -0.2%
VWA
243
Visionary Wealth Advisors
Illinois
$463K +$6.67K +74 +1%
BFA
244
Beaumont Financial Advisors
Massachusetts
$453K – – –
ACG
245
Allen Capital Group
Nebraska
$451K +$448K +4,970 New
WCG
246
Weaver Consulting Group
California
$449K – – –
SWA
247
Stratos Wealth Advisors
Ohio
$441K -$6.76K -75 -2%
SCM
248
Seascape Capital Management
New Hampshire
$437K -$5.5K -61 -1%
IC
249
IEQ Capital
California
$434K +$430K +4,775 New
GG
250
GenWealth Group
New Jersey
$421K – – –
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10
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