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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
651
Godfrey Financial Associates
New York
$250K +$249K +1,490 New
AC
652
AWM Capital
Arizona
$249K +$334 +2 +0.1%
GAA
653
Global Assets Advisory
Florida
$248K – – –
FWM
654
Fingerlakes Wealth Management
New York
$248K +$334 +2 +0.1%
BSSFA
655
Baron Silver Stevens Financial Advisors
Florida
$248K -$19.9K -119 -7%
MA
656
MKT Advisors
California
$247K – – –
BF
657
Benchmark Financial
Delaware
$246K +$244K +1,465 New
CFSG
658
Community Financial Services Group
Vermont
$246K – – –
BCA
659
Bay Colony Advisors
Massachusetts
$245K +$167 +1 +0.1%
ACA
660
Aptus Capital Advisors
Alabama
$245K +$26.2K +157 +12%
CL
661
CVFG LLC
Indiana
$245K -$21.7K -130 -8%
VWA
662
VSM Wealth Advisory
Maryland
$244K – – –
AFA
663
Antonelli Financial Advisors
Michigan
$244K – – –
CF
664
Convergence Financial
Missouri
$243K -$133K -795 -35%
AWE
665
Avidian Wealth Enterprises
Texas
$243K +$334 +2 +0.1%
FWP
666
Falcon Wealth Planning
California
$242K – – –
TIM
667
Tortoise Investment Management
New York
$241K – – –
GWMR
668
GC Wealth Management RIA
Massachusetts
$241K -$262K -1,571 -52%
KFGG
669
Keystone Financial Group (Georgia)
Georgia
$241K +$500 +3 +0.2%
RPGK
670
Retirement Planning Group (Kansas)
Kansas
$240K +$10.5K +63 +5%
BHWM
671
Bar Harbor Wealth Management
New Hampshire
$238K – – –
IIM
672
InTrack Investment Management
Vermont
$237K – – –
CIA
673
Capital Investment Advisors
Georgia
$236K -$15.2K -91 -6%
UIM
674
Unified Investment Management
Georgia
$235K -$40K -240 -15%
VH
675
Visionary Horizons
Tennessee
$235K +$12.7K +76 +6%
25 26
27
28 29