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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
251
GenWealth Group
New Jersey
$451K -$16.3K -169 -4%
CRCM
252
Corbett Road Capital Management
Virginia
$450K -$191K -1,984 -31%
SSCA
253
South Shore Capital Advisors
Massachusetts
$445K -$5.54M -57,495 -93%
ORI
254
Oak Ridge Investments
Illinois
$445K +$28.9K +300 +7%
RJT
255
Raymond James Trust
Florida
$443K +$35.2K +365 +9%
GWM
256
Geneos Wealth Management
Colorado
$440K -$2.31K -24 -0.6%
VWA
257
V Wealth Advisors
Kansas
$435K +$72.9K +757 +21%
EWM
258
Endurance Wealth Management
Rhode Island
$413K +$5.78K +60 +1%
MWA
259
Meridian Wealth Advisors
Texas
$411K – – –
PAS
260
Park Avenue Securities
New York
$407K +$40.5K +420 +12%
AIC
261
Ameritas Investment Company
Nebraska
$406K -$88.1K -914 -45%
PG
262
Patten Group
Tennessee
$405K +$8.19K +85 +2%
PWM
263
PRW Wealth Management
Massachusetts
$405K +$159K +1,651 +70%
ASN
264
Advisory Services Network
Georgia
$402K -$110K -1,140 -22%
MA
265
Mutual Advisors
Nebraska
$399K -$9.73K -101 -2%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$398K -$7.71K -80 -2%
BAM
267
Berkshire Asset Management
Pennsylvania
$398K +$379K +3,938 New
LIM
268
Leavell Investment Management
Alabama
$391K – – –
RC
269
Rinet Company
Massachusetts
$386K -$56.7K -588 -13%
IFAM
270
Institutional & Family Asset Management
Colorado
$386K -$13.9K -144 -4%
SCM
271
Seascape Capital Management
New Hampshire
$383K -$98.3K -1,020 -21%
KWM
272
Kingsview Wealth Management
Oregon
$378K +$41.4K +430 +13%
BTWM
273
Baker Tilly Wealth Management
Wisconsin
$371K +$15.9K +165 +5%
WSFS
274
Wilmington Savings Fund Society
Delaware
$364K – – –
PPA
275
Parametric Portfolio Associates
Washington
$351K -$122M -1,268,711 -100%
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11
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