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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
251
Leonard Rickey Investment Advisors
Washington
$758K +$102K +916 +16%
FF
252
FourThought Financial
Florida
$746K -$10.6K -95 -1%
BWA
253
Burt Wealth Advisors
Maryland
$739K – – –
MMPW
254
Mitchell McLeod Pugh & Williams
Alabama
$734K – – –
CRI
255
Colonial River Investments
Virginia
$720K +$694K +6,229 New
RCAG
256
Rehmann Capital Advisory Group
Michigan
$719K +$111 +1 +0%
DSA
257
Droms Strauss Advisors
Missouri
$707K +$2.34K +21 +0.3%
PP
258
Patten & Patten
Tennessee
$703K – – –
IC
259
IEQ Capital
California
$700K +$123K +1,100 +22%
ACG
260
Allen Capital Group
Nebraska
$697K +$14.4K +129 +2%
CWM
261
Collaborative Wealth Management
Florida
$686K +$662K +5,935 New
OWA
262
Octavia Wealth Advisors
Ohio
$684K -$58.1K -521 -8%
VWA
263
Visionary Wealth Advisors
Illinois
$681K +$34.8K +312 +6%
MPM
264
Meritage Portfolio Management
Kansas
$680K -$160K -1,439 -20%
GIA
265
Gladstone Institutional Advisory
Florida
$676K +$20.2K +181 +3%
MW
266
Marcum Wealth
Ohio
$674K +$649K +5,825 New
MCM
267
MAI Capital Management
Ohio
$672K +$648K +5,812 New
HFG
268
Heron Financial Group
New York
$667K -$223 -2 -0%
EAM
269
Empirical Asset Management
Massachusetts
$667K +$643K +5,764 New
TH
270
TCTC Holdings
Texas
$659K +$635K +5,699 New
SW
271
SVB Wealth
Massachusetts
$653K -$41.4K -371 -6%
BSI
272
Bennett Selby Investments
Maine
$652K – – –
GWM
273
GDS Wealth Management
Texas
$652K +$628K +5,637 New
BAAM
274
Baker Avenue Asset Management
California
$646K -$111 -1 -0%
AIM
275
Anchor Investment Management
South Carolina
$642K +$608K +5,451 +5,451%
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11
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