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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
351
Empirical Asset Management
Massachusetts
$886K -$1.22K -9 -0.2%
OCPWS
352
One Charles Private Wealth Services
Massachusetts
$885K – – –
VCP
353
Verus Capital Partners
Arizona
$884K -$149K -1,097 -16%
WQ
354
Wealth Quarterback
New Jersey
$879K -$259K -1,910 -25%
RCAG
355
Rehmann Capital Advisory Group
Michigan
$879K +$70.5K +520 +10%
LIM
356
Leavell Investment Management
Alabama
$872K – – –
VWA
357
Visionary Wealth Advisors
Illinois
$872K +$1.49K +11 +0.2%
AMG
358
Asset Management Group
Connecticut
$857K +$1.08K +8 +0.1%
MCM
359
Mitchell Capital Management
Kansas
$855K -$139K -1,024 -16%
ACG
360
Allen Capital Group
Nebraska
$855K -$8.81K -65 -1%
IWS
361
Insight Wealth Strategies
California
$854K +$678 +5 +0.1%
WFAG
362
Wescott Financial Advisory Group
Pennsylvania
$843K +$96K +708 +14%
MA
363
Mutual Advisors
Nebraska
$840K +$92.9K +685 +15%
SC
364
Sapient Capital
Indiana
$831K +$137K +1,012 +22%
FA
365
FC Advisory
Pennsylvania
$830K – – –
CWA
366
Consilio Wealth Advisors
Washington
$829K -$1.49K -11 -0.2%
MCM
367
MidAtlantic Capital Management
Virginia
$811K – – –
BFC
368
Bedel Financial Consulting
Indiana
$809K – – –
CT
369
Colonial Trust
South Carolina
$804K – – –
MF
370
Meridian Financial
Massachusetts
$802K +$120K +885 +20%
TFCP
371
Twin Focus Capital Partners
Massachusetts
$802K +$723K +5,331 New
WPP
372
Whalerock Point Partners
Rhode Island
$798K – – –
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$793K – – –
WC
374
Waterloo Capital
Texas
$789K -$44.5K -328 -6%
VFG
375
Victory Financial Group
Texas
$788K -$67.4K -497 -9%
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15
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