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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
226
Csenge Advisory Group
Florida
$706K -$168K -1,863 -17%
TC
227
Trilogy Capital
California
$699K +$101K +1,127 +15%
XF
228
XML Financial
Maryland
$684K +$23.8K +264 +3%
VFIC
229
Valley Forge Investment Consultants
Pennsylvania
$661K – – –
OC
230
Oppenheimer & Co
New York
$661K +$9.54K +106 +1%
BCI
231
Brinker Capital Investments
Pennsylvania
$660K -$3.33K -37 -0.4%
W
232
Wealthquest
Ohio
$654K -$488K -5,423 -40%
UWPG
233
Ullmann Wealth Partners Group
Florida
$654K +$991 +11 +0.1%
AL
234
Aspiriant LLC
California
$647K -$90.5K -1,005 -11%
WT
235
Whittier Trust
California
$641K -$427K -4,738 -37%
MGIA
236
Moneta Group Investment Advisors
Missouri
$639K -$103K -1,146 -13%
TCA
237
Transcend Capital Advisors
New Jersey
$634K +$20.3K +225 +3%
FFG
238
Ford Financial Group
California
$628K -$1.15M -12,817 -62%
AMG
239
Asset Management Group
Connecticut
$627K +$180 +2 +0%
IWS
240
Insight Wealth Strategies
California
$623K – – –
CGA
241
Crescent Grove Advisors
Illinois
$615K -$374K -4,156 -35%
BWM
242
Brickley Wealth Management
California
$613K -$72.6K -806 -10%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$611K -$90 -1 -0%
WC
244
Weil Company
California
$607K – – –
PIM
245
Parker Investment Management
California
$597K +$671K +7,450 New
CG
246
Caprock Group
Idaho
$589K +$367K +4,075 +125%
HI
247
Harbour Investments
Wisconsin
$584K – – –
9WM
248
9258 Wealth Management
Ohio
$571K -$17.6K -196 -3%
EIA
249
Eldridge Investment Advisors
New Hampshire
$570K +$90 +1 +0%
IC
250
Inscription Capital
Texas
$561K – – –
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10
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