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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$2.46M +$892K +5,678 +61%
KWM
227
Kingsview Wealth Management
Oregon
$2.43M +$252K +1,602 +12%
ACA
228
Ackerman Capital Advisors
Texas
$2.42M -$87.8K -559 -4%
CAP
229
Columbia Advisory Partners
Washington
$2.41M – – –
AAS
230
Ameritas Advisory Services
Nebraska
$2.4M +$1.62M +10,304 +240%
SPC
231
Sigma Planning Corp
Michigan
$2.4M -$12.7K -81 -0.6%
TF
232
Trek Financial
Arizona
$2.32M +$178K +1,136 +9%
PWA
233
Provenance Wealth Advisors
Florida
$2.28M -$66K -420 -3%
SF
234
Summit Financial
New Jersey
$2.24M +$188K +1,198 +10%
BJL
235
Brighton Jones LLC
Washington
$2.13M -$47.6K -303 -2%
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$2.1M -$42.1K -268 -2%
LGWM
237
Litman Gregory Wealth Management
California
$2.03M – – –
CGL
238
Clarius Group LLC
Washington
$2.02M – – –
IG
239
IFS Group
Pennsylvania
$2.01M +$1.91M +12,137 New
ASN
240
Advisory Services Network
Georgia
$2M +$10.2K +65 +0.5%
CA
241
Clearstead Advisors
Ohio
$2M – – –
FHA
242
Flagship Harbor Advisors
Massachusetts
$1.99M +$192K +1,224 +11%
FFA
243
Farther Finance Advisors
California
$1.97M +$168K +1,068 +10%
SFA
244
Sequoia Financial Advisors
Ohio
$1.92M +$54K +344 +3%
LOIM
245
Liberty One Investment Management
Illinois
$1.89M -$69.6K -443 -4%
BCM
246
Becker Capital Management
Oregon
$1.87M -$63.6K -405 -3%
NFG
247
Nations Financial Group
Iowa
$1.84M +$16K +102 +0.9%
GIM
248
Glenmede Investment Management
Pennsylvania
$1.81M +$600K +3,821 +53%
HP
249
Holistic Planning
Texas
$1.78M -$15.2K -97 -0.9%
TDWM
250
Topel & Distasi Wealth Management
California
$1.75M – – –
8 9
10
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