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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
601
Heritage Family Offices
Arizona
$300K – – –
KW
602
KWB Wealth
California
$298K – – –
FA
603
Fiduciary Alliance
South Carolina
$298K +$296K +1,777 New
WB
604
WesBanco Bank
West Virginia
$298K -$6K -36 -2%
CWM
605
Collaborative Wealth Management
Florida
$296K -$4.17K -25 -1%
TW
606
TritonPoint Wealth
Maryland
$295K -$402K -2,408 -58%
BFPW
607
BOK Financial Private Wealth
Colorado
$295K – – –
DAS
608
Diversify Advisory Services
Utah
$295K -$10.7K -64 -4%
MCCA
609
Mill Creek Capital Advisors
Pennsylvania
$295K +$167 +1 +0.1%
FA
610
Flagstar Advisors
New York
$294K +$10.5K +63 +4%
CC
611
Courier Capital
New York
$292K – – –
HC
612
Headland Capital
South Carolina
$288K -$2K -12 -0.7%
MBTD
613
Mechanics Bank - Trust Department
California
$286K +$284K +1,704 New
SIC
614
Salem Investment Counselors
North Carolina
$284K -$2.5K -15 -0.9%
SP
615
Stonebrook Private
Michigan
$283K – – –
AC
616
AlphaCore Capital
California
$282K – – –
JIC
617
Johnson Investment Counsel
Ohio
$282K -$110K -660 -28%
BWM
618
Braeburn Wealth Management
Michigan
$281K +$279K +1,671 New
PFPG
619
Pinnacle Financial Partners (Georgia)
Georgia
$278K +$276K +1,653 New
SFS
620
Sowell Financial Services
Arkansas
$277K +$16.5K +99 +6%
SA
621
SPWM Advisors
Michigan
$277K +$275K +1,649 New
EWM
622
Elevation Wealth Management
Minnesota
$276K +$274K +1,642 New
FNBOH
623
First National Bank of Hutchinson
Kansas
$275K -$62.9K -377 -19%
FWP
624
Forefront Wealth Partners
Texas
$275K +$273K +1,638 New
CBA
625
Coastal Bridge Advisors
Connecticut
$273K +$167 +1 +0.1%
23 24
25
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