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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
726
Integrity Alliance
Iowa
$237K +$227K +1,259 New
CWG
727
Cornerstone Wealth Group
North Carolina
$236K – – –
CAM
728
Carret Asset Management
New York
$235K +$226K +1,252 New
IAIM
729
International Assets Investment Management
Florida
$235K +$20.8K +115 +10%
NP
730
NorthRock Partners
Minnesota
$234K +$225K +1,244 New
BFPW
731
BOK Financial Private Wealth
Colorado
$233K – – –
HC
732
Hamilton Capital
Ohio
$232K +$222K +1,231 New
ECM
733
Evergreen Capital Management
Washington
$231K +$221K +1,226 New
WCFA
734
Walkner Condon Financial Advisors
Wisconsin
$229K +$220K +1,218 New
BCA
735
Bay Colony Advisors
Massachusetts
$229K +$220K +1,218 New
FWM
736
Foguth Wealth Management
Michigan
$227K -$20.1K -111 -8%
PPW
737
Pasadena Private Wealth
California
$226K +$217K +1,200 New
ZF
738
Zhang Financial
Michigan
$226K +$217K +1,200 New
CA
739
COFG Advisors
Illinois
$225K +$216K +1,195 New
VP
740
Verum Partners
North Carolina
$225K +$216K +1,194 New
CWMS
741
Cannon Wealth Management Services
North Carolina
$224K +$215K +1,192 New
GCWM
742
Graham Capital Wealth Management
District of Columbia
$224K +$215K +1,191 New
AF
743
Align Financial
Minnesota
$223K – – –
FCH
744
Freestone Capital Holdings
Washington
$223K -$173K -960 -45%
FF
745
Finley Financial
Nevada
$222K – – –
PWM
746
Palacios Wealth Management
Florida
$222K – – –
BW
747
BIP Wealth
Georgia
$221K +$213K +1,177 New
RFA
748
Resurgent Financial Advisors
Georgia
$221K +$212K +1,175 New
JCM
749
Jacobi Capital Management
Pennsylvania
$219K +$210K +1,164 New
SIC
750
Sigma Investment Counselors
Michigan
$218K +$210K +1,160 New
28 29
30
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