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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
226
Allen Capital Group
Nebraska
$592K +$85.7K +889 +18%
BCA
227
Berman Capital Advisors
Georgia
$581K -$885K -9,180 -61%
BSI
228
Bennett Selby Investments
Maine
$570K – – –
LRIA
229
Leonard Rickey Investment Advisors
Washington
$564K -$40.8K -423 -7%
NF
230
Nikulski Financial
Iowa
$560K -$4.91K -51 -0.9%
GIA
231
Gladstone Institutional Advisory
Florida
$555K +$32.7K +339 +7%
CAG
232
Csenge Advisory Group
Florida
$552K +$50.3K +522 +11%
LW
233
Linscomb Wealth
Texas
$548K -$128K -1,327 -20%
BFC
234
Bedel Financial Consulting
Indiana
$543K +$2.99K +31 +0.6%
CFA
235
Cahill Financial Advisors
Minnesota
$540K +$515K +5,344 New
DJSG
236
D.J. St. Germain
Massachusetts
$537K – – –
LFA
237
Legacy Financial Advisors
Kentucky
$533K -$18.9K -196 -4%
VWA
238
Visionary Wealth Advisors
Illinois
$530K +$14.7K +153 +3%
SWA
239
Stratos Wealth Advisors
Ohio
$511K +$18.7K +194 +4%
LNWWM
240
Laird Norton Wetherby Wealth Management
California
$508K +$485K +5,031 New
IC
241
IEQ Capital
California
$505K +$21.8K +226 +5%
BFA
242
Beaumont Financial Advisors
Massachusetts
$504K – – –
HFA
243
High Falls Advisors
New York
$497K -$19.3K -200 -4%
WCG
244
Weaver Consulting Group
California
$487K -$11.6K -120 -2%
ACA
245
Ackerman Capital Advisors
Texas
$470K -$1.56M -16,198 -78%
HCIA
246
Hochman Cole Investment Advisors
Illinois
$465K – – –
KPWS
247
Kestra Private Wealth Services
Texas
$458K -$2.79K -29 -0.6%
GWCM
248
Godshalk Welsh Capital Management
Pennsylvania
$455K +$58.8K +610 +16%
SCM
249
SOL Capital Management
Maryland
$454K – – –
FCCM
250
First City Capital Management
Georgia
$453K – – –
8 9
10
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