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iShares Core S&P US Growth ETF
IUSG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
201
Chicago Partners Investment Group
Illinois
$1.32M +$195K +2,293 +18%
DFA
202
DHK Financial Advisors
New Hampshire
$1.32M +$1.27M +14,895 New
PA
203
PFG Advisors
Arizona
$1.3M +$22.5K +264 +2%
TCBWMS
204
Texas Capital Bank Wealth Management Services
Texas
$1.22M – – –
CB
205
Commerce Bank
Missouri
$1.22M +$64.1K +753 +6%
TPW
206
Transatlantique Private Wealth
New York
$1.21M +$1.16M +13,647 New
RA
207
RFG Advisory
Alabama
$1.18M -$47.7K -560 -4%
BCI
208
Brinker Capital Investments
Pennsylvania
$1.15M +$392K +4,602 +55%
OPS
209
Orion Portfolio Solutions
Nebraska
$1.15M +$857K +10,062 +347%
HCM
210
Hollencrest Capital Management
California
$1.12M -$874K -10,265 -45%
CA
211
Clearstead Advisors
Ohio
$1.08M – – –
SIC
212
Sterling Investment Counsel
New York
$1.07M -$29K -341 -3%
MCA
213
Magnolia Capital Advisors
Mississippi
$1.06M -$4.43K -52 -0.4%
FNBOH
214
First National Bank of Hutchinson
Kansas
$1.06M -$60.4K -709 -6%
BJL
215
Brighton Jones LLC
Washington
$1.05M +$1.28K +15 +0.1%
FHA
216
Flagship Harbor Advisors
Massachusetts
$999K -$319K -3,751 -25%
TPW
217
TL Private Wealth
Texas
$993K +$1.79K +21 +0.2%
CHJWM
218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$988K -$24.3K -285 -3%
EWA
219
EP Wealth Advisors
California
$980K -$751K -8,814 -69%
IGWM
220
ICA Group Wealth Management
Colorado
$980K -$1.17M -13,732 -55%
CFO
221
Collective Family Office
Pennsylvania
$959K -$419K -4,925 -31%
DP
222
Denver PWM
Colorado
$937K -$512K -6,011 -37%
VVP
223
Venture Visionary Partners
Ohio
$934K -$301K -3,533 -25%
MWM
224
Meridian Wealth Management
Kentucky
$926K +$12.1K +142 +1%
PPW
225
Presilium Private Wealth
Pennsylvania
$919K +$681 +8 +0.1%
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