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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
SFG Wealth Management
Maryland
$202K +$194K +2,280 New
FP
427
Financial Perspectives
Minnesota
$181K +$511 +6 +0.3%
CTC
428
Central Trust Company
Missouri
$178K +$6.81K +80 +4%
WP
429
WealthPLAN Partners
Nebraska
$169K -$1.1M -12,904 -87%
BFPW
430
BOK Financial Private Wealth
Colorado
$164K – – –
RFA
431
Resurgent Financial Advisors
Georgia
$158K -$18.9K -222 -11%
AWM
432
Avior Wealth Management
Nebraska
$147K +$426 +5 +0.3%
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$142K – – –
DIP
434
DT Investment Partners
Pennsylvania
$138K – – –
AF
435
Advisornet Financial
Minnesota
$137K +$19.8K +232 +18%
BC
436
Barrett & Company
Rhode Island
$133K -$2.3K -27 -2%
CA
437
Centerpoint Advisors
Massachusetts
$133K +$5.54K +65 +5%
SMA
438
Sage Mountain Advisors
Georgia
$131K – – –
BA
439
Ballast Advisors
Minnesota
$124K – – –
GCWM
440
Graham Capital Wealth Management
District of Columbia
$121K +$116K +1,364 New
IFAM
441
Institutional & Family Asset Management
Colorado
$114K -$209K -2,459 -66%
TFGT
442
TS Financial Group (TSFG)
Illinois
$113K -$85 -1 -0.1%
AIM
443
Acropolis Investment Management
Missouri
$112K – – –
AA
444
Addison Advisors
Vermont
$112K +$67.7K +795 +171%
IWP
445
IAG Wealth Partners
Wisconsin
$109K -$1.53K -18 -1%
EWA
446
EverSource Wealth Advisors
Alabama
$109K +$30.8K +362 +42%
NFSG
447
Newbridge Financial Services Group
Florida
$101K +$255 +3 +0.3%
HNB
448
Huntington National Bank
Ohio
$97K – – –
LOIP
449
Live Oak Investment Partners
Texas
$94K – – –
KFI
450
Key Financial Inc
Pennsylvania
$93.6K – – –
16 17
18
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