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iShares Core S&P US Growth ETF
IUSG

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