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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
401
Valeo Financial Advisors
Indiana
$367K -$986K -10,013 -74%
MWM
402
Mission Wealth Management
California
$359K +$91.5K +929 +37%
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$359K – – –
FCCM
404
First City Capital Management
Georgia
$358K -$63.4K -644 -16%
PJWM
405
Philip James Wealth Mangement
Georgia
$357K +$338K +3,433 New
SWM
406
SFG Wealth Management
Maryland
$354K +$69.8K +709 +26%
PWA
407
Peterson Wealth Advisors
Utah
$351K +$2.27K +23 +0.7%
MFG
408
Magnus Financial Group
New York
$344K – – –
SWP
409
Summit Wealth Partners
Florida
$341K +$9.75K +99 +3%
KW
410
KWB Wealth
California
$338K -$5.62K -57 -2%
LJAC
411
L.J. Altfest & Co
New York
$333K – – –
AWM
412
Apollon Wealth Management
South Carolina
$329K -$308K -3,127 -50%
EWS
413
Eagle Wealth Strategies
New Jersey
$328K +$311K +3,154 New
AWM
414
Angeles Wealth Management
California
$327K +$310K +3,146 New
EGM
415
Engineers Gate Manager
New York
$327K +$310K +3,145 New
KPWG
416
KFA Private Wealth Group
Virginia
$324K +$296 +3 +0.1%
PAS
417
Park Avenue Securities
New York
$323K -$19.2K -195 -6%
VV
418
Verity & Verity
South Carolina
$319K – – –
LW
419
Linscomb Wealth
Texas
$319K – – –
VP
420
Verum Partners
North Carolina
$317K -$24.5K -249 -8%
DAS
421
Dynamic Advisor Solutions
Arizona
$317K -$101K -1,029 -25%
CVA
422
Central Valley Advisors
California
$316K +$299K +3,033 New
AA
423
Ancora Advisors
Ohio
$314K +$27.7K +281 +10%
HL
424
HeadInvest LLC
Maine
$307K – – –
APWA
425
Atlas Private Wealth Advisors
New Jersey
$307K – – –
15 16
17
18 19