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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
701
Formidable Asset Management
Ohio
$203K +$199K +1,208 New
FT
702
Fiduciary Trust
Massachusetts
$203K – – –
DAS
703
Dynamic Advisor Solutions
Arizona
$203K -$14.7K -89 -6%
EFA
704
Evernest Financial Advisors
Indiana
$202K -$76.2K -463 -29%
EAM
705
Everstar Asset Management
North Carolina
$201K +$214K +1,298 New
IAG
706
Investment Advisory Group
Massachusetts
$201K +$9.88K +60 +5%
AIM
707
Acropolis Investment Management
Missouri
$196K – – –
BFPW
708
BOK Financial Private Wealth
Colorado
$192K -$84.8K -515 -29%
AAG
709
Armstrong Advisory Group
Massachusetts
$188K – – –
AF
710
Align Financial
Minnesota
$184K -$33.2M -201,517 -99%
MGI
711
Miller Global Investments
Texas
$184K – – –
FF
712
Finley Financial
Nevada
$183K – – –
IAIM
713
International Assets Investment Management
Florida
$179K -$12.8K -78 -6%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$176K +$109K +663 +206%
TSMHT
715
Thurston Springer Miller Herd & Titak
Indiana
$172K +$149K +904 +441%
CA
716
CoreCap Advisors
Michigan
$171K -$19.8K -120 -10%
S
717
Sachetta
Massachusetts
$162K – – –
CCWM
718
Cassaday & Co Wealth Management
Virginia
$160K +$169K +1,029 New
FNWA
719
Financial Network Wealth Advisors
Utah
$157K – – –
SIM
720
Synergy Investment Management
Florida
$155K +$165K +1,002 New
BF
721
BOK Financial
Oklahoma
$145K +$65.8K +400 +75%
DF
722
Dunhill Financial
United Kingdom
$142K – – –
HFS
723
Hantz Financial Services
Michigan
$136K -$4.77K -29 -3%
PF
724
PlanVest Financial
Maryland
$134K +$142K +865 New
SIS
725
Sound Income Strategies
Florida
$132K +$17.6K +107 +15%
27 28
29
30 31