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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
251
Topel & Distasi Wealth Management
California
$1.75M – – –
DWG
252
Darden Wealth Group
Michigan
$1.75M -$82.6K -526 -5%
MGIA
253
Moneta Group Investment Advisors
Missouri
$1.75M -$33.8K -215 -2%
BFG
254
Bleakley Financial Group
New Jersey
$1.74M +$26.5K +169 +2%
OC
255
Oppenheimer & Co
New York
$1.74M +$24.7K +157 +2%
GA
256
GSG Advisors
New Jersey
$1.74M -$5.81K -37 -0.4%
CL
257
CIM LLC
New York
$1.69M -$17.4K -111 -1%
WLIM
258
White Lighthouse Investment Management
Massachusetts
$1.68M -$252K -1,607 -14%
PPW
259
Presilium Private Wealth
Pennsylvania
$1.67M -$215K -1,367 -12%
NW
260
NewEdge Wealth
Pennsylvania
$1.67M +$326K +2,073 +26%
HSWM
261
Hubbell Strickland Wealth Management
Louisiana
$1.67M -$4.4K -28 -0.3%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$1.64M +$7.54K +48 +0.5%
MFC
263
Morris Financial Concepts
South Carolina
$1.62M +$10.2K +65 +0.7%
PIA
264
Perennial Investment Advisors
California
$1.61M +$60K +382 +4%
HWMC
265
Heritage Wealth Management (California)
California
$1.6M – – –
TC
266
Trilogy Capital
California
$1.58M -$67.2K -428 -4%
PP
267
Patten & Patten
Tennessee
$1.58M +$942K +5,996 +166%
RSWA
268
Robinson Smith Wealth Advisors
Maine
$1.57M – – –
VFIC
269
Valley Forge Investment Consultants
Pennsylvania
$1.56M +$2.04K +13 +0.1%
CB
270
Commerce Bank
Missouri
$1.56M -$61.9K -394 -4%
YIA
271
YHB Investment Advisors
Connecticut
$1.54M -$154K -982 -10%
AWM
272
Axxcess Wealth Management
California
$1.51M -$368K -2,340 -20%
SM
273
Sweeney & Michel
California
$1.5M +$2.2K +14 +0.2%
SF
274
Symphony Financial
Texas
$1.5M -$42.6K -271 -3%
PA
275
Parallel Advisors
California
$1.47M – – –
9 10
11
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