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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allianz Asset Management
1
Allianz Asset Management
Germany
USD 4.96 M +USD 5.48 M +178,818 Nuevas
Wells Fargo
2
Wells Fargo
California
USD 4.35 M -USD 4.44 M -144,864 -48%
LPL Financial
3
LPL Financial
California
USD 3.92 M -USD 1.53 M -49,860 -26%
Morgan Stanley
4
Morgan Stanley
New York
USD 3.91 M +USD 275 k +8,958 +7%
Goldman Sachs
5
Goldman Sachs
New York
USD 3.34 M -USD 18.4 k -600 -0.5%
Bank of America
6
Bank of America
North Carolina
USD 2.62 M -USD 1.11 M -36,306 -28%
Ameriprise
7
Ameriprise
Minnesota
USD 1.88 M +USD 417 k +13,590 +25%
Level Four Advisory Services
8
Level Four Advisory Services
Texas
USD 1.65 M -USD 55.2 k -1,800 -3%
M Holdings Securities
9
M Holdings Securities
Oregon
USD 1.26 M – – –
Avantax Advisory Services
10
Avantax Advisory Services
Texas
USD 1.26 M +USD 1.39 M +45,330 Nuevas
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 1.18 M +USD 1 M +32,736 +338%
CMP
12
Courage Miller Partners
Virginia
USD 1.05 M – – –
Jane Street
13
Jane Street
New York
USD 770 k +USD 851 k +27,768 Nuevas
MAS
14
Madden Advisory Services
Florida
USD 747 k – – –
Chas P. Smith & Associates (CPS)
15
Chas P. Smith & Associates (CPS)
Florida
USD 599 k – – –
UBS Group
16
UBS Group
Switzerland
USD 541 k -USD 1.76 M -57,486 -75%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 523 k -USD 31.8 k -1,038 -5%
F
18
F3Logic
Minnesota
USD 501 k -USD 51.9 k -1,692 -9%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 475 k -USD 78.9 k -2,574 -13%
IDA
20
Intelligence Driven Advisers
California
USD 375 k +USD 414 k +13,512 Nuevas
TW
21
Towerpoint Wealth
California
USD 372 k +USD 411 k +13,404 Nuevas
BRR OpCo
22
BRR OpCo
Ohio
USD 330 k – – –
Western Wealth Management
23
Western Wealth Management
Colorado
USD 315 k +USD 348 k +11,340 Nuevas
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
USD 301 k +USD 17.8 k +582 +6%
Adell Harriman & Carpenter
25
Adell Harriman & Carpenter
Texas
USD 289 k – – –
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