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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SFS
1
Searcy Financial Services
Kansas
USD 14.2 M -USD 79.6 k -2,346 -0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
USD 9.49 M +USD 3.26 M +96,078 +56%
Wells Fargo
3
Wells Fargo
California
USD 8.8 M +USD 599 k +17,652 +8%
Morgan Stanley
4
Morgan Stanley
New York
USD 6.49 M -USD 6.1 M -179,826 -49%
MTC
5
Matrix Trust Company
Colorado
USD 5.23 M +USD 27.7 k +816 +0.6%
LPL Financial
6
LPL Financial
California
USD 4.74 M +USD 381 k +11,232 +9%
Goldman Sachs
7
Goldman Sachs
New York
USD 4.26 M – – –
PWM
8
Provident Wealth Management
Tennessee
USD 4.01 M +USD 3.85 M +113,622 Nuevas
Citadel Advisors
9
Citadel Advisors
Florida
USD 3.92 M +USD 3.76 M +110,910 Nuevas
Bank of America
10
Bank of America
North Carolina
USD 3.43 M +USD 837 k +24,690 +34%
Avantax Advisory Services
11
Avantax Advisory Services
Texas
USD 2.87 M +USD 292 k +8,604 +12%
Ameriprise
12
Ameriprise
Minnesota
USD 2.61 M -USD 307 k -9,048 -11%
UBS Group
13
UBS Group
Switzerland
USD 2.34 M -USD 793 k -23,370 -26%
Level Four Advisory Services
14
Level Four Advisory Services
Texas
USD 2.06 M -USD 73.2 k -2,160 -4%
Allianz Asset Management
15
Allianz Asset Management
Germany
USD 1.94 M -USD 8.45 M -249,246 -82%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 1.41 M +USD 25.4 k +750 +2%
CMP
17
Courage Miller Partners
Virginia
USD 1.23 M -USD 7.12 k -210 -0.6%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
USD 1.22 M – – –
Raymond James Financial Services Advisors
19
Raymond James Financial Services Advisors
Florida
USD 1.06 M +USD 1.02 M +30,108 Nuevas
TC
20
TAP Consulting
Missouri
USD 996 k +USD 1.63 k +48 +0.2%
MAS
21
Madden Advisory Services
Florida
USD 951 k – – –
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
USD 624 k -USD 94.8 k -2,796 -14%
Chas P. Smith & Associates (CPS)
23
Chas P. Smith & Associates (CPS)
Florida
USD 600 k -USD 92.6 k -2,730 -14%
PWS
24
Private Wealth Strategies
Ohio
USD 581 k +USD 558 k +16,446 Nuevas
Jane Street
25
Jane Street
New York
USD 525 k -USD 450 k -13,272 -47%
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