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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
251
Colonial River Investments
Virginia
$720K +$694K +6,229 New
RCAG
252
Rehmann Capital Advisory Group
Michigan
$719K +$111 +1 +0%
DSA
253
Droms Strauss Advisors
Missouri
$707K +$2.34K +21 +0.3%
PP
254
Patten & Patten
Tennessee
$703K – – –
IC
255
IEQ Capital
California
$700K +$123K +1,100 +22%
ACG
256
Allen Capital Group
Nebraska
$697K +$14.4K +129 +2%
CWM
257
Collaborative Wealth Management
Florida
$686K +$662K +5,935 New
OWA
258
Octavia Wealth Advisors
Ohio
$684K -$58.1K -521 -8%
VWA
259
Visionary Wealth Advisors
Illinois
$681K +$34.8K +312 +6%
MPM
260
Meritage Portfolio Management
Kansas
$680K -$160K -1,439 -20%
GIA
261
Gladstone Institutional Advisory
Florida
$676K +$20.2K +181 +3%
MW
262
Marcum Wealth
Ohio
$674K +$649K +5,825 New
MCM
263
MAI Capital Management
Ohio
$672K +$648K +5,812 New
HFG
264
Heron Financial Group
New York
$667K -$223 -2 -0%
EAM
265
Empirical Asset Management
Massachusetts
$667K +$643K +5,764 New
TH
266
TCTC Holdings
Texas
$659K +$635K +5,699 New
SW
267
SVB Wealth
Massachusetts
$653K -$41.4K -371 -6%
BSI
268
Bennett Selby Investments
Maine
$652K – – –
GWM
269
GDS Wealth Management
Texas
$652K +$628K +5,637 New
BAAM
270
Baker Avenue Asset Management
California
$646K -$111 -1 -0%
AIM
271
Anchor Investment Management
South Carolina
$642K +$608K +5,451 +5,451%
BFC
272
Bedel Financial Consulting
Indiana
$626K -$8.81K -79 -1%
CA
273
Calton & Associates
Florida
$620K -$3.12M -28,026 -84%
TFA
274
Triad Financial Advisors
North Carolina
$610K +$588K +5,273 New
KW
275
KWB Wealth
California
$608K -$1.78K -16 -0.3%
9 10
11
12 13