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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Silvercrest Asset Management
New York
$217K +$585 +7 +0.3%
EI
402
Ellevest Inc
New York
$216K -$41.7K -499 -16%
WBC
403
West Branch Capital
Massachusetts
$216K +$418 +5 +0.2%
CL
404
Choreo LLC
Illinois
$214K – – –
VF
405
VitalStone Financial
Texas
$213K +$218K +2,612 New
CA
406
Claro Advisors
Massachusetts
$210K -$11.2K -134 -5%
CC
407
Cypress Capital
Tennessee
$209K – – –
PCA
408
Personal Capital Advisors
California
$202K +$207K +2,473 New
CWM
409
Collaborative Wealth Management
Florida
$201K -$11K -132 -5%
FFA
410
Farther Finance Advisors
California
$192K +$196K +2,350 New
CS
411
Comerica Securities
Michigan
$177K +$182K +2,174 New
PA
412
Parallel Advisors
California
$172K -$93K -1,113 -35%
FP
413
Financial Perspectives
Minnesota
$165K +$334 +4 +0.2%
RFA
414
Resurgent Financial Advisors
Georgia
$163K +$167K +2,001 New
CTC
415
Central Trust Company
Missouri
$157K -$25.1K -300 -14%
BFPW
416
BOK Financial Private Wealth
Colorado
$150K -$23.1K -276 -13%
PMFA
417
Plante Moran Financial Advisors
Michigan
$142K – – –
AWM
418
Avior Wealth Management
Nebraska
$134K +$418 +5 +0.3%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$130K – – –
DIP
420
DT Investment Partners
Pennsylvania
$125K – – –
BC
421
Barrett & Company
Rhode Island
$124K – – –
SMA
422
Sage Mountain Advisors
Georgia
$121K – – –
CA
423
Centerpoint Advisors
Massachusetts
$117K +$3.68K +44 +3%
BA
424
Ballast Advisors
Minnesota
$114K – – –
AF
425
Advisornet Financial
Minnesota
$107K +$5.68K +68 +5%
15 16
17
18 19