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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$160K -$5.41K -59 -3%
PA
377
Parallel Advisors
California
$155K -$106K -1,159 -38%
PMFA
378
Plante Moran Financial Advisors
Michigan
$146K -$56.8K -619 -26%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$149K +1,627 +2,034%
AWM
380
Avior Wealth Management
Nebraska
$136K +$275 +3 +0.2%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$134K – – –
SMA
382
Sage Mountain Advisors
Georgia
$124K – – –
WA
383
Win Advisors
Florida
$120K -$6.56M -71,523 -98%
BA
384
Ballast Advisors
Minnesota
$117K – – –
CA
385
Centerpoint Advisors
Massachusetts
$112K +$26.5K +289 +28%
TFGT
386
TS Financial Group (TSFG)
Illinois
$108K -$12.7K -139 -10%
AIM
387
Acropolis Investment Management
Missouri
$106K – – –
AF
388
Advisornet Financial
Minnesota
$104K -$7.98K -87 -7%
EIP
389
Ellis Investment Partners
Pennsylvania
$100K – – –
CCM
390
Covington Capital Management
California
$91K – – –
FCA
391
FinTrust Capital Advisors
South Carolina
$90K – – –
KFI
392
Key Financial Inc
Pennsylvania
$89K +$29.5K +322 +44%
MBFW
393
Morton Brown Family Wealth
Pennsylvania
$83K – – –
AAP
394
Arax Advisory Partners
Colorado
$83K +$183 +2 +0.2%
NFSG
395
Newbridge Financial Services Group
Florida
$83K +$183 +2 +0.2%
HNB
396
Huntington National Bank
Ohio
$76K – – –
ETI
397
Enterprise Trust & Investment
California
$75K -$18.3K -200 -18%
CHA
398
Carmichael Hill & Associates
Maryland
$75K – – –
JGIA
399
Jackson Grant Investment Advisers
Connecticut
$70K – – –
LWP
400
Laurel Wealth Planning
Minnesota
$69K -$32K -349 -30%
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16
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