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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
576
Instrumental Wealth
Florida
$385K +$542 +3 +0.1%
CAMG
577
CWA Asset Management Group
Florida
$385K – – –
WBC
578
West Branch Capital
Massachusetts
$385K -$31.4K -174 -8%
ITIM
579
Indiana Trust & Investment Management
Indiana
$382K – – –
CWA
580
Crux Wealth Advisors
California
$381K +$361 +2 +0.1%
SFS
581
Sowell Financial Services
Arkansas
$379K +$41K +227 +13%
LDB
582
Lee, Danner & Bass
Tennessee
$378K -$49.1K -272 -12%
VWA
583
VSM Wealth Advisory
Maryland
$377K +$44.6K +247 +14%
ACGA
584
Atlanta Consulting Group Advisors
Georgia
$375K +$361K +1,996 New
OAM
585
Oak Asset Management
California
$375K +$903 +5 +0.3%
GWAG
586
Garrett Wealth Advisory Group
Texas
$373K -$5.6K -31 -2%
VCA
587
Verdence Capital Advisors
Maryland
$373K +$358K +1,981 New
ONB
588
Old National Bancorp
Indiana
$371K -$49K -271 -12%
PWM
589
Parkway Wealth Management
Texas
$369K +$542 +3 +0.2%
JIC
590
Johnson Investment Counsel
Ohio
$368K +$51.1K +283 +17%
SWM
591
SFG Wealth Management
Maryland
$365K +$57.6K +319 +20%
CWM
592
Collaborative Wealth Management
Florida
$365K +$351K +1,941 New
PCIA
593
Prime Capital Investment Advisors
Kansas
$363K -$38.5K -213 -10%
LCM
594
Leisure Capital Management
California
$362K – – –
CA
595
Claro Advisors
Massachusetts
$362K +$181 +1 +0.1%
NF
596
Nikulski Financial
Iowa
$358K -$41.5K -230 -11%
KFP
597
Kroeger Financial Partners
California
$357K +$343K +1,899 New
LEA
598
Legacy Edge Advisors
New York
$354K – – –
AFG
599
Albion Financial Group
Utah
$346K -$361 -2 -0.1%
JF
600
JMN Financial
Ohio
$345K – – –
22 23
24
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