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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
301
Leonard Rickey Investment Advisors
Washington
$554K -$36.1K -368 -6%
WFAG
302
Wescott Financial Advisory Group
Pennsylvania
$553K – – –
EAM
303
Empirical Asset Management
Massachusetts
$547K -$1.67K -17 -0.3%
IW
304
Imprint Wealth
South Carolina
$541K +$36.2K +369 +7%
TH
305
TCTC Holdings
Texas
$540K – – –
BIA
306
Biondo Investment Advisors
Pennsylvania
$534K +$21.1K +215 +4%
CT
307
Colonial Trust
South Carolina
$529K +$20K +204 +4%
RJT
308
Raymond James Trust
Florida
$524K – – –
CWA
309
Consilio Wealth Advisors
Washington
$524K +$98 +1 +0%
SCA
310
Snowden Capital Advisors
New York
$523K -$6.08K -62 -1%
TPWA
311
TRUE Private Wealth Advisors
Oregon
$521K -$70.5K -719 -12%
BFC
312
Bedel Financial Consulting
Indiana
$520K – – –
CWC
313
Carolinas Wealth Consulting
North Carolina
$519K -$251K -2,562 -31%
VA
314
Vident Advisory
Georgia
$517K +$535K +5,455 New
SS
315
Sunbelt Securities
Texas
$516K +$90.2K +919 +20%
MPW
316
Melone Private Wealth
Michigan
$515K – – –
IIM
317
InTrack Investment Management
Vermont
$515K +$88.1K +898 +20%
SW
318
SVB Wealth
Massachusetts
$514K -$981 -10 -0.2%
ASN
319
Advisory Services Network
Georgia
$512K -$254K -2,591 -32%
UWPG
320
Ullmann Wealth Partners Group
Florida
$508K – – –
GAG
321
GM Advisory Group
New York
$506K – – –
CAG
322
Crestwood Advisors Group
Massachusetts
$504K +$521K +5,313 New
HPM
323
Hoxton Planning & Management
West Virginia
$500K +$7.36K +75 +1%
OWA
324
Octavia Wealth Advisors
Ohio
$498K – – –
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$292K -2,974 -36%
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13
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