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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
301
Private Portfolio Partners
New Jersey
$305K -$2.75K -26 -0.9%
HL
302
HeadInvest LLC
Maine
$302K – – –
BAM
303
Berkshire Asset Management
Pennsylvania
$301K -$106K -999 -25%
CFSG
304
Community Financial Services Group
Vermont
$298K – – –
ACM
305
Armbruster Capital Management
New York
$297K – – –
PWM
306
PRW Wealth Management
Massachusetts
$296K -$119K -1,126 -28%
NAS
307
Nicolet Advisory Services
Wisconsin
$294K – – –
AFC
308
AFT Forsyth & Company
Florida
$291K – – –
VWA
309
V Wealth Advisors
Kansas
$290K -$157K -1,486 -34%
NFG
310
Nations Financial Group
Iowa
$290K +$299K +2,829 New
IFS
311
Ifrah Financial Services
Arkansas
$289K -$4.86K -46 -2%
AP
312
Adero Partners
California
$286K – – –
AA
313
Ancora Advisors
Ohio
$280K – – –
WPP
314
Whalerock Point Partners
Rhode Island
$280K – – –
SIM
315
Stratos Investment Management
Ohio
$280K +$289K +2,734 New
PA
316
Parallel Advisors
California
$279K +$47.6K +451 +20%
PCIA
317
Prime Capital Investment Advisors
Kansas
$275K -$75K -710 -21%
BIA
318
Biondo Investment Advisors
Pennsylvania
$275K -$8.45K -80 -3%
FANJ
319
Financial Architects (New Jersey)
New Jersey
$275K – – –
CWM
320
Calamos Wealth Management
Illinois
$273K +$50.2K +475 +22%
EI
321
Ellevest Inc
New York
$272K – – –
KFS
322
Kaizen Financial Strategies
California
$272K +$281K +2,661 New
SAM
323
Silvercrest Asset Management
New York
$269K +$528 +5 +0.2%
NL
324
NWAM LLC
Washington
$267K +$275K +2,605 New
BPC
325
Banque Pictet & Cie
Switzerland
$266K +$275K +2,600 New
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13
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