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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Mission Wealth Management
California
$359K +$91.5K +929 +37%
BTWM
402
Baker Tilly Wealth Management
Wisconsin
$359K – – –
FCCM
403
First City Capital Management
Georgia
$358K -$63.4K -644 -16%
PJWM
404
Philip James Wealth Mangement
Georgia
$357K +$338K +3,433 New
SWM
405
SFG Wealth Management
Maryland
$354K +$69.8K +709 +26%
PWA
406
Peterson Wealth Advisors
Utah
$351K +$2.27K +23 +0.7%
MFG
407
Magnus Financial Group
New York
$344K – – –
SWP
408
Summit Wealth Partners
Florida
$341K +$9.75K +99 +3%
KW
409
KWB Wealth
California
$338K -$5.62K -57 -2%
LJAC
410
L.J. Altfest & Co
New York
$333K – – –
AWM
411
Apollon Wealth Management
South Carolina
$329K -$308K -3,127 -50%
EWS
412
Eagle Wealth Strategies
New Jersey
$328K +$311K +3,154 New
AWM
413
Angeles Wealth Management
California
$327K +$310K +3,146 New
EGM
414
Engineers Gate Manager
New York
$327K +$310K +3,145 New
KPWG
415
KFA Private Wealth Group
Virginia
$324K +$296 +3 +0.1%
PAS
416
Park Avenue Securities
New York
$323K -$19.2K -195 -6%
VV
417
Verity & Verity
South Carolina
$319K – – –
LW
418
Linscomb Wealth
Texas
$319K – – –
GBWM
419
Granite Bay Wealth Management
New Hampshire
$317K – – –
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