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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$1.11M +$47.4K +397 +5%
WFA
277
Wellspring Financial Advisors
Ohio
$1.11M +$1.04M +8,702 New
OAS
278
Optivise Advisory Services
Tennessee
$1.11M +$1.04M +8,683 New
TCBWMS
279
Texas Capital Bank Wealth Management Services
Texas
$1.1M – – –
VCS
280
Vaughan & Co Securities
New Jersey
$1.09M -$20K -168 -2%
RJT
281
Raymond James Trust
Florida
$1.08M -$65.5K -549 -6%
JWCA
282
J.W. Cole Advisors
Florida
$1.08M -$126K -1,053 -11%
CHJWM
283
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.05M -$145K -1,212 -12%
BMCM
284
Burns Matteson Capital Management
New York
$1.05M -$61.4K -515 -6%
EAM
285
Empirical Asset Management
Massachusetts
$1.04M +$35.2M +294,880 +5,061%
VVP
286
Venture Visionary Partners
Ohio
$1.04M -$15.3K -128 -2%
SF
287
Symphony Financial
Texas
$1.02M -$153K -1,282 -14%
DP
288
Denver PWM
Colorado
$1.02M -$16.1K -135 -2%
XF
289
XML Financial
Maryland
$1M +$22.8K +191 +2%
JFGIW
290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M – – –
MMPW
291
Mitchell McLeod Pugh & Williams
Alabama
$996K – – –
AMG
292
Asset Management Group
Connecticut
$996K +$954 +8 +0.1%
ZB
293
Zions Bancorporation
Utah
$995K – – –
MCA
294
Magnolia Capital Advisors
Mississippi
$988K +$924K +7,747 New
PI
295
PFG Investments
New York
$983K +$1.67K +14 +0.2%
LNWWM
296
Laird Norton Wetherby Wealth Management
California
$969K – – –
KWM
297
Kingsview Wealth Management
Oregon
$969K -$2.55M -21,355 -74%
MCM
298
Mitchell Capital Management
Kansas
$948K -$99K -830 -10%
TPWA
299
Twin Peaks Wealth Advisors
California
$928K +$6.44K +54 +0.7%
TPW
300
TL Private Wealth
Texas
$922K +$954 +8 +0.1%
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12
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