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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
176
Flagship Private Wealth
Massachusetts
$4.19M +$49.1K +362 +1%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$4.18M -$243K -1,791 -6%
AL
178
Aspiriant LLC
California
$4.18M – – –
GP
179
Greenline Partners
New York
$4.15M +$754K +5,564 +25%
CPIA
180
Cornell Pochily Investment Advisors
New York
$4.13M +$189K +1,394 +5%
NWWA
181
New Wave Wealth Advisors
Arkansas
$4.06M +$82K +605 +2%
CIAS
182
Capital Investment Advisory Services
North Carolina
$3.95M -$21K -155 -0.6%
JFG
183
JMG Financial Group
Illinois
$3.94M – – –
MT
184
Midwest Trust
Kansas
$3.91M +$3.52M +26,003 New
GSWM
185
Golden State Wealth Management
California
$3.78M -$226K -1,669 -6%
WWM
186
Western Wealth Management
Colorado
$3.75M -$303K -2,234 -8%
BWA
187
Beam Wealth Advisors
Louisiana
$3.69M -$310K -2,290 -9%
OFG
188
Omega Financial Group
California
$3.67M +$107K +790 +3%
CTC
189
Central Trust Company
Missouri
$3.62M -$14.4K -106 -0.4%
IFG
190
Independent Financial Group
California
$3.57M +$91.1K +672 +3%
CCM
191
Colorado Capital Management
Colorado
$3.53M -$52.2K -385 -2%
ECA
192
Elevation Capital Advisory
Oregon
$3.53M +$3.18M +23,453 New
IC
193
IEQ Capital
California
$3.51M -$769K -5,672 -20%
HWM
194
HB Wealth Management
Georgia
$3.51M -$217K -1,602 -6%
KAM
195
Knightsbridge Asset Management
California
$3.43M +$305K +2,250 +11%
WHCFA
196
William Howard & Co Financial Advisors
Tennessee
$3.39M – – –
VFS
197
Valpey Financial Services
New Hampshire
$3.36M +$3.03M +22,329 New
SFO
198
Stokes Family Office
Louisiana
$3.36M +$161K +1,184 +6%
B
199
Bailard
California
$3.31M +$4.61K +34 +0.2%
CWMK
200
Caliber Wealth Management (Kansas)
Kansas
$3.3M -$151K -1,117 -5%
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