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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
176
Neumann Capital Management
California
$4.2M -$67.8K -500 -2%
FPW
177
Flagship Private Wealth
Massachusetts
$4.19M +$49.1K +362 +1%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$4.18M -$243K -1,791 -6%
AL
179
Aspiriant LLC
California
$4.18M – – –
GP
180
Greenline Partners
New York
$4.15M +$754K +5,564 +25%
CPIA
181
Cornell Pochily Investment Advisors
New York
$4.13M +$189K +1,394 +5%
NWWA
182
New Wave Wealth Advisors
Arkansas
$4.06M +$82K +605 +2%
CIAS
183
Capital Investment Advisory Services
North Carolina
$3.95M -$21K -155 -0.6%
JFG
184
JMG Financial Group
Illinois
$3.94M – – –
MT
185
Midwest Trust
Kansas
$3.91M +$3.52M +26,003 New
GSWM
186
Golden State Wealth Management
California
$3.78M -$226K -1,669 -6%
WWM
187
Western Wealth Management
Colorado
$3.75M -$303K -2,234 -8%
BWA
188
Beam Wealth Advisors
Louisiana
$3.69M -$310K -2,290 -9%
OFG
189
Omega Financial Group
California
$3.67M +$107K +790 +3%
CTC
190
Central Trust Company
Missouri
$3.62M -$14.4K -106 -0.4%
IFG
191
Independent Financial Group
California
$3.57M +$91.1K +672 +3%
CCM
192
Colorado Capital Management
Colorado
$3.53M -$52.2K -385 -2%
ECA
193
Elevation Capital Advisory
Oregon
$3.53M +$3.18M +23,453 New
IC
194
IEQ Capital
California
$3.51M -$769K -5,672 -20%
HWM
195
HB Wealth Management
Georgia
$3.51M -$217K -1,602 -6%
KAM
196
Knightsbridge Asset Management
California
$3.43M +$305K +2,250 +11%
WHCFA
197
William Howard & Co Financial Advisors
Tennessee
$3.39M – – –
VFS
198
Valpey Financial Services
New Hampshire
$3.36M +$3.03M +22,329 New
SFO
199
Stokes Family Office
Louisiana
$3.36M +$161K +1,184 +6%
B
200
Bailard
California
$3.31M +$4.61K +34 +0.2%
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