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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
626
Richwood Investment Advisors
Ohio
$220K +$198K +1,460 New
KFGG
627
Keystone Financial Group (Georgia)
Georgia
$219K +$271 +2 +0.1%
AFA
628
Antonelli Financial Advisors
Michigan
$219K +$197K +1,454 New
VWA
629
VSM Wealth Advisory
Maryland
$219K +$17.1K +126 +9%
MA
630
MKT Advisors
California
$218K +$199K +1,465 New
AWE
631
Avidian Wealth Enterprises
Texas
$217K -$51.5K -380 -21%
FWP
632
Falcon Wealth Planning
California
$216K +$195K +1,439 New
TIM
633
Tortoise Investment Management
New York
$216K – – –
GWMR
634
GC Wealth Management RIA
Massachusetts
$216K -$194K -1,431 -50%
SFS
635
Sowell Financial Services
Arkansas
$214K +$193K +1,425 New
BHWM
636
Bar Harbor Wealth Management
New Hampshire
$213K +$192K +1,419 New
IIM
637
InTrack Investment Management
Vermont
$212K -$65.7K -485 -26%
ATPW
638
Ashton Thomas Private Wealth
Arizona
$212K +$191K +1,410 New
T
639
Tableaux
Massachusetts
$210K +$189K +1,395 New
BA
640
Ballast Advisors
Minnesota
$210K – – –
ESB
641
Essex Savings Bank
Connecticut
$209K +$189K +1,391 New
HI
642
Harbour Investments
Wisconsin
$209K -$253K -1,867 -57%
FWM
643
Fingerlakes Wealth Management
New York
$207K +$187K +1,378 New
ISL
644
Ingalls & Snyder LLC
New York
$206K +$186K +1,370 New
AFG
645
ABLE Financial Group
Arizona
$205K +$185K +1,362 New
PPC
646
Pennington Partners & Co
Maryland
$204K +$184K +1,360 New
OBWG
647
Onyx Bridge Wealth Group
New York
$204K +$184K +1,358 New
VV
648
Verity & Verity
South Carolina
$204K +$184K +1,356 New
PWP
649
Perfromance Wealth Partners
Illinois
$204K +$184K +1,355 New
AIM
650
Acropolis Investment Management
Missouri
$203K +$12.3K +91 +7%
24 25
26
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