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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
301
Berkshire Asset Management
Pennsylvania
$301K -$106K -999 -25%
CFSG
302
Community Financial Services Group
Vermont
$298K – – –
ACM
303
Armbruster Capital Management
New York
$297K – – –
PWM
304
PRW Wealth Management
Massachusetts
$296K -$119K -1,126 -28%
NAS
305
Nicolet Advisory Services
Wisconsin
$294K – – –
AFC
306
AFT Forsyth & Company
Florida
$291K – – –
VWA
307
V Wealth Advisors
Kansas
$290K -$157K -1,486 -34%
NFG
308
Nations Financial Group
Iowa
$290K +$299K +2,829 New
IFS
309
Ifrah Financial Services
Arkansas
$289K -$4.86K -46 -2%
AP
310
Adero Partners
California
$286K – – –
AA
311
Ancora Advisors
Ohio
$280K – – –
WPP
312
Whalerock Point Partners
Rhode Island
$280K – – –
SIM
313
Stratos Investment Management
Ohio
$280K +$289K +2,734 New
PA
314
Parallel Advisors
California
$279K +$47.6K +451 +20%
PCIA
315
Prime Capital Investment Advisors
Kansas
$275K -$75K -710 -21%
BIA
316
Biondo Investment Advisors
Pennsylvania
$275K -$8.45K -80 -3%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$275K – – –
CWM
318
Calamos Wealth Management
Illinois
$273K +$50.2K +475 +22%
EI
319
Ellevest Inc
New York
$272K – – –
KFS
320
Kaizen Financial Strategies
California
$272K +$281K +2,661 New
SAM
321
Silvercrest Asset Management
New York
$269K +$528 +5 +0.2%
NL
322
NWAM LLC
Washington
$267K +$275K +2,605 New
BPC
323
Banque Pictet & Cie
Switzerland
$266K +$275K +2,600 New
PNAA
324
Pictet North America Advisors
Switzerland
$266K +$275K +2,600 New
WBC
325
West Branch Capital
Massachusetts
$258K -$10.5K -99 -4%
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