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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
401
Choreo LLC
Illinois
$788K +$67.5K +410 +9%
MCM
402
Mitchell Capital Management
Kansas
$787K -$658 -4 -0.1%
RCAG
403
Rehmann Capital Advisory Group
Michigan
$787K -$46.4K -282 -5%
SCA
404
Snowden Capital Advisors
New York
$775K +$494 +3 +0.1%
FA
405
FC Advisory
Pennsylvania
$774K – – –
RIA
406
RPG Investment Advisory
California
$773K +$68.5K +416 +9%
WC
407
Waterloo Capital
Texas
$772K +$27.8K +169 +4%
FAM
408
Forte Asset Management
New York
$768K – – –
HPM
409
Hoxton Planning & Management
West Virginia
$765K +$22.4K +136 +3%
BPC
410
Bearing Point Capital
Minnesota
$760K -$296K -1,800 -27%
SC
411
SouthState Corp
Florida
$759K -$224K -1,361 -22%
WT
412
Whittier Trust
California
$758K – – –
IWS
413
Insight Wealth Strategies
California
$758K -$142K -861 -15%
FPGK
414
Financial Partners Group (Kansas)
Kansas
$755K +$22.9K +139 +3%
KFS
415
Kaizen Financial Strategies
California
$752K +$823 +5 +0.1%
IWMO
416
Integrated Wealth Management (Ohio)
Ohio
$750K -$101K -616 -11%
OWA
417
Octavia Wealth Advisors
Ohio
$744K +$27.5K +167 +4%
LFA
418
Legacy Financial Advisors
Kentucky
$738K – – –
HNB
419
Huntington National Bank
Ohio
$735K – – –
BWM
420
Boyd Wealth Management
California
$731K +$65K +395 +9%
LPT
421
Legacy Private Trust
Wisconsin
$729K -$2.4M -14,600 -76%
EAM
422
Empirical Asset Management
Massachusetts
$726K -$50.2K -305 -6%
TFP
423
TrueWealth Financial Partners
Washington
$724K +$768K +4,667 New
SWM
424
SeaCrest Wealth Management
New York
$722K -$86.1K -523 -10%
MB
425
MidFirst Bank
Oklahoma
$719K – – –
15 16
17
18 19