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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
351
Whalerock Point Partners
Rhode Island
$289K – – –
MWM
352
Mission Wealth Management
California
$286K +$281K +2,703 New
KFS
353
Kaizen Financial Strategies
California
$283K +$519 +5 +0.2%
CWM
354
Calamos Wealth Management
Illinois
$282K – – –
EI
355
Ellevest Inc
New York
$280K – – –
SAM
356
Silvercrest Asset Management
New York
$279K +$519 +5 +0.2%
WBC
357
West Branch Capital
Massachusetts
$278K +$416 +4 +0.2%
IA
358
IFP Advisors
Florida
$278K +$480K +4,622 +2,180%
TI
359
Trexquant Investment
Connecticut
$277K -$131K -1,262 -32%
CA
360
Calton & Associates
Florida
$276K -$286K -2,753 -51%
PCA
361
Pallas Capital Advisors
Massachusetts
$275K +$10.7K +103 +4%
BCA
362
Bay Colony Advisors
Massachusetts
$274K +$20.1K +193 +8%
FA
363
Flagstar Advisors
New York
$274K +$30.1K +290 +13%
SMH
364
Sanders Morris Harris
Texas
$265K +$14.8K +142 +6%
BBHC
365
Brown Brothers Harriman & Co
New York
$264K – – –
PPP
366
Private Portfolio Partners
New Jersey
$262K -$71.8K -691 -22%
CL
367
Choreo LLC
Illinois
$261K – – –
AA
368
Alesco Advisors
New York
$254K – – –
PMFA
369
Plante Moran Financial Advisors
Michigan
$250K +$9.25K +89 +4%
LA
370
Latitude Advisors
Florida
$248K +$16.2K +156 +7%
APWA
371
Atlas Private Wealth Advisors
New Jersey
$247K +$242K +2,333 New
FMN
372
Financial Management Network
California
$246K – – –
HHGA
373
Halbert Hargrove Global Advisors
California
$238K +$416 +4 +0.2%
WI
374
WBI Investments
New Jersey
$232K +$238K +2,293 New
FFA
375
Freedman Financial Associates
Massachusetts
$225K -$12.2K -117 -5%
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