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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
726
International Assets Investment Management
Florida
$235K +$20.8K +115 +10%
NP
727
NorthRock Partners
Minnesota
$234K +$225K +1,244 New
BFPW
728
BOK Financial Private Wealth
Colorado
$233K – – –
HC
729
Hamilton Capital
Ohio
$232K +$222K +1,231 New
ECM
730
Evergreen Capital Management
Washington
$231K +$221K +1,226 New
WCFA
731
Walkner Condon Financial Advisors
Wisconsin
$229K +$220K +1,218 New
BCA
732
Bay Colony Advisors
Massachusetts
$229K +$220K +1,218 New
FWM
733
Foguth Wealth Management
Michigan
$227K -$20.1K -111 -8%
PPW
734
Pasadena Private Wealth
California
$226K +$217K +1,200 New
ZF
735
Zhang Financial
Michigan
$226K +$217K +1,200 New
CA
736
COFG Advisors
Illinois
$225K +$216K +1,195 New
VP
737
Verum Partners
North Carolina
$225K +$216K +1,194 New
CWMS
738
Cannon Wealth Management Services
North Carolina
$224K +$215K +1,192 New
GCWM
739
Graham Capital Wealth Management
District of Columbia
$224K +$215K +1,191 New
AF
740
Align Financial
Minnesota
$223K – – –
FCH
741
Freestone Capital Holdings
Washington
$223K -$173K -960 -45%
FF
742
Finley Financial
Nevada
$222K – – –
PWM
743
Palacios Wealth Management
Florida
$222K – – –
BW
744
BIP Wealth
Georgia
$221K +$213K +1,177 New
RFA
745
Resurgent Financial Advisors
Georgia
$221K +$212K +1,175 New
JCM
746
Jacobi Capital Management
Pennsylvania
$219K +$210K +1,164 New
SIC
747
Sigma Investment Counselors
Michigan
$218K +$210K +1,160 New
PIA
748
Petredis Investment Advisors
Pennsylvania
$218K +$209K +1,159 New
SQA
749
Simon Quick Advisors
New Jersey
$217K +$209K +1,156 New
KJWM
750
Kiley Juergens Wealth Management
Washington
$216K +$208K +1,151 New
28 29
30
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