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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
526
Heritage Family Offices
Arizona
$235K – – –
DWM
527
Diversify Wealth Management
Utah
$233K +$223K +1,757 New
EFG
528
Ehrlich Financial Group
California
$230K -$1.15K -9 -0.5%
AFP
529
Alpha Financial Partners
Kentucky
$230K +$222K +1,743 New
SIC
530
Salem Investment Counselors
North Carolina
$229K -$38.2K -300 -15%
HGERS
531
Householder Group Estate & Retirement Specialist
Arizona
$228K +$1.53K +12 +0.7%
VP
532
Verum Partners
North Carolina
$227K – – –
NEPWA
533
New England Private Wealth Advisors
Massachusetts
$226K – – –
CWM
534
Collaborative Wealth Management
Florida
$225K -$1.53K -12 -0.7%
BO
535
Bank OZK
Arkansas
$225K – – –
CRWM
536
Castle Rock Wealth Management
California
$223K +$509 +4 +0.2%
SP
537
Stonebrook Private
Michigan
$223K – – –
CC
538
Cypress Capital
Tennessee
$222K -$214K -1,681 -50%
EWM
539
Elevatus Welath Management
New York
$222K +$9.66K +76 +5%
CAG
540
Csenge Advisory Group
Florida
$219K +$8.14K +64 +4%
NCFG
541
New Century Financial Group
New Jersey
$218K +$210K +1,654 New
CPW
542
Catalyst Private Wealth
California
$218K +$210K +1,653 New
RRA
543
Round Rock Advisors
Connecticut
$216K +$382 +3 +0.2%
AFG
544
ABLE Financial Group
Arizona
$214K +$207K +1,625 New
MIA
545
MainStreet Investment Advisors
Illinois
$211K – – –
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$211K – – –
WA
547
Waverly Advisors
Alabama
$210K +$203K +1,593 New
AWM
548
Apollon Wealth Management
South Carolina
$210K – – –
KLI
549
Kelman-Lazarov Inc
Tennessee
$209K – – –
PWP
550
Private Wealth Partners
California
$209K – – –
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