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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$471K -$4.89K -44 -1%
TC
402
TownSquare Capital
Utah
$470K +$446K +4,008 New
RIS
403
Retirement Income Solutions
Michigan
$469K – – –
AG
404
AlTi Global
New York
$465K -$459K -4,128 -51%
FCG
405
Fielder Capital Group
Tennessee
$458K – – –
AWM
406
Apollon Wealth Management
South Carolina
$446K +$72K +647 +20%
CGA
407
Crescent Grove Advisors
Illinois
$443K +$121K +1,089 +40%
RIA
408
RPG Investment Advisory
California
$441K -$3.89K -35 -0.9%
DAS
409
Diversify Advisory Services
Utah
$435K +$413K +3,710 New
GCP
410
GSA Capital Partners
United Kingdom
$434K +$412K +3,707 New
SWM
411
SeaCrest Wealth Management
New York
$434K -$26K -234 -6%
DJSG
412
D.J. St. Germain
Massachusetts
$432K -$78.4K -705 -16%
MFG
413
Magnus Financial Group
New York
$409K +$20.4K +183 +6%
VFA
414
Valeo Financial Advisors
Indiana
$408K +$9.46K +85 +2%
ACM
415
Armbruster Capital Management
New York
$406K +$63.2K +568 +20%
BTWM
416
Baker Tilly Wealth Management
Wisconsin
$404K – – –
FCCM
417
First City Capital Management
Georgia
$403K – – –
ORI
418
Oak Ridge Investments
Illinois
$400K -$757K -6,805 -67%
PWA
419
Peterson Wealth Advisors
Utah
$396K +$445 +4 +0.1%
EWA
420
Exencial Wealth Advisors
Oklahoma
$395K -$22.2K -200 -6%
AA
421
Ancora Advisors
Ohio
$393K +$36.9K +332 +11%
AWA
422
Adapt Wealth Advisors
Georgia
$391K +$371K +3,338 New
HNB
423
Huntington National Bank
Ohio
$390K – – –
SWP
424
Summit Wealth Partners
Florida
$376K -$8.34K -75 -2%
LJAC
425
L.J. Altfest & Co
New York
$375K – – –
15 16
17
18 19