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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
201
Beaumont Financial Advisors
Massachusetts
$368K -$34.7K -536 -9%
NFG
202
Norris Financial Group
South Carolina
$366K +$351K +5,415 New
DJSG
203
D.J. St. Germain
Massachusetts
$365K – – –
TI
204
Trexquant Investment
Connecticut
$364K +$96.3K +1,487 +38%
EP
205
Eudaimonia Partners
Tennessee
$364K +$349K +5,383 New
GWM
206
Geneos Wealth Management
Colorado
$361K +$109K +1,682 +46%
BFC
207
Bedel Financial Consulting
Indiana
$358K -$1.35M -20,801 -80%
AL
208
Aspiriant LLC
California
$357K – – –
GG
209
GenWealth Group
New Jersey
$353K +$29K +448 +9%
WS
210
Wedbush Securities
California
$352K -$257K -3,967 -43%
OFG
211
Omega Financial Group
California
$352K -$907 -14 -0.3%
HWA
212
Heritage Wealth Advisors
Virginia
$352K – – –
KA
213
Kovack Advisors
Florida
$350K +$27.9K +431 +9%
CM
214
Columbus Macro
Pennsylvania
$348K -$15.1K -233 -4%
PFS
215
Prospera Financial Services
Texas
$348K +$33.2K +512 +11%
MCP
216
Mirador Capital Partners
California
$344K -$350K -5,408 -52%
BF
217
BOK Financial
Oklahoma
$336K +$34.4K +531 +12%
PMFA
218
Plante Moran Financial Advisors
Michigan
$335K -$37.2K -574 -10%
WSFS
219
Wilmington Savings Fund Society
Delaware
$334K +$86.8K +1,340 +37%
EWM
220
EPG Wealth Management
Georgia
$331K +$317K +4,890 New
MGAM
221
McGowan Group Asset Management
Texas
$330K – – –
PG
222
Patten Group
Tennessee
$328K +$3.89K +60 +1%
MA
223
Mutual Advisors
Nebraska
$327K -$46.1K -711 -13%
PPW
224
Pasadena Private Wealth
California
$327K – – –
ACM
225
Armbruster Capital Management
New York
$325K – – –
7 8
9
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