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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
526
Investmark Advisory Group
Connecticut
$10K +$10K +90 New
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
SBL
528
Sargent Bickham Lagudis
Colorado
$9K – – –
WTC
529
WhitTier Trust Company
Nevada
$9K – – –
WWM
530
Wolff Wiese Magana
California
$9K – – –
TC
531
TAP Consulting
Missouri
$9K +$8.36K +75 New
BWL
532
Bogart Wealth LLC
Virginia
$9K +$9.14K +82 New
BHWM
533
Beaird Harris Wealth Management
Texas
$9K +$12.7K +114 New
CAAS
534
Capital Asset Advisory Services
Michigan
$8K -$4.57K -41 -37%
AF
535
Arrow Financial
New York
$8K – – –
TFM
536
TFC Financial Management
Massachusetts
$8K – – –
BW
537
Bison Wealth
Georgia
$7K – – –
TFS
538
TrustCore Financial Services
Tennessee
$7K – – –
MIM
539
MTM Investment Management
South Carolina
$6K – – –
KFS
540
Kelly Financial Services
Massachusetts
$5.21K – – –
RG
541
Retirement Group
California
$5K – – –
TC
542
Truvestments Capital
Florida
$5K – – –
OFG
543
Oxford Financial Group
Indiana
$5K +$4.46K +40 New
JFA
544
JNBA Financial Advisors
Minnesota
$4K – – –
LAS
545
Lloyd Advisory Services
Georgia
$3K -$3.5M -31,399 -100%
BL
546
Balentine LLC
Georgia
$3K -$10.8K -97 -76%
BCM
547
Bourgeon Capital Management
Connecticut
$3K – – –
FCAS
548
First Command Advisory Services
Texas
$3K +$2.79K +25 New
CSB
549
City State Bank
Iowa
$3K +$3.34K +30 New
HIA
550
Harbor Investment Advisory
Maryland
$2K -$223 -2 -13%
20 21
22
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