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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
601
Kelly Financial Services
Massachusetts
$15.8K -$4.34K -39 -22%
FM
602
Family Management
New York
$15.4K +$14.6K +131 New
WAM
603
WFA Asset Management
Wisconsin
$14.1K +$13.3K +120 New
CSC
604
Caldwell Sutter Capital
California
$13.8K – – –
AEPWM
605
Atlantic Edge Private Wealth Management
Florida
$13.2K – – –
CAL
606
Capital Advisors Ltd
Ohio
$13K – – –
BHWM
607
Beaird Harris Wealth Management
Texas
$12.9K – – –
DFA
608
DHJJ Financial Advisors
Illinois
$12.5K – – –
AIM
609
Arcadia Investment Management
Michigan
$11.7K – – –
MG
610
Mather Group
Illinois
$11.6K +$12.3K +111 New
WWP
611
WR Wealth Planners
Missouri
$10.9K +$10.3K +93 New
LFG
612
Larson Financial Group
Missouri
$10.8K -$1.56K -14 -13%
PMFA
613
Plante Moran Financial Advisors
Michigan
$10.4K – – –
WTC
614
WhitTier Trust Company
Nevada
$9.38K – – –
TFM
615
TFC Financial Management
Massachusetts
$8.37K – – –
BSB
616
Bangor Savings Bank
Maine
$8.21K +$7.79K +70 New
HIA
617
Harbor Investment Advisory
Maryland
$7.85K -$111 -1 -1%
OFG
618
Oxford Financial Group
Indiana
$7.38K – – –
FWA
619
FSC Wealth Advisors
New York
$7.23K -$6.79K -61 -50%
GI
620
Gradient Investments
Minnesota
$7.15K -$1.11K -10 -14%
MJRIC
621
Mogy Joel R Investment Counsel
California
$7.03K +$6.67K +60 New
FPFS
622
First Personal Financial Services
North Carolina
$6.68K – – –
WFA
623
West Financial Advisors
Iowa
$6.1K +$5.79K +52 New
BWL
624
Bogart Wealth LLC
Virginia
$5.86K – – –
SAM
625
Smartleaf Asset Management
Massachusetts
$5.4K -$667 -6 -12%
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25
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