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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 12.7 M +USD 3.14 M +95,166 +38%
Morgan Stanley
2
Morgan Stanley
New York
USD 10.2 M +USD 2.21 M +67,020 +32%
SFS
3
Searcy Financial Services
Kansas
USD 8.72 M -USD 121 k -3,666 -2%
LPL Financial
4
LPL Financial
California
USD 6.16 M +USD 1.07 M +32,292 +24%
MTC
5
Matrix Trust Company
Colorado
USD 5.01 M -USD 306 k -9,264 -6%
Bank of America
6
Bank of America
North Carolina
USD 4.69 M +USD 1.1 M +33,294 +35%
Goldman Sachs
7
Goldman Sachs
New York
USD 4.44 M – – –
Citadel Advisors
8
Citadel Advisors
Florida
USD 4.4 M -USD 4.79 M -144,984 -55%
Avantax Advisory Services
9
Avantax Advisory Services
Texas
USD 3.94 M +USD 142 k +4,302 +4%
UBS Group
10
UBS Group
Switzerland
USD 3.44 M -USD 177 k -5,358 -5%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 3.26 M +USD 2.92 M +88,518 Nuevas
Ameriprise
12
Ameriprise
Minnesota
USD 2.8 M +USD 135 k +4,104 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
USD 2.64 M +USD 1.12 M +33,936 +90%
Level Four Advisory Services
14
Level Four Advisory Services
Texas
USD 2.23 M +USD 86.4 k +2,616 +5%
Global Retirement Partners
15
Global Retirement Partners
California
USD 1.43 M +USD 1.26 M +38,292 +7,689%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
USD 1.22 M – – –
CMP
17
Courage Miller Partners
Virginia
USD 1.16 M -USD 25.8 k -780 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 969 k -USD 264 k -8,010 -23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 943 k +USD 60.6 k +1,836 +8%
TC
20
TAP Consulting
Missouri
USD 880 k -USD 143 k -4,320 -15%
BWA
21
Beam Wealth Advisors
Louisiana
USD 789 k +USD 102 k +3,102 +17%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 712 k +USD 5.35 k +162 +0.8%
Allianz Asset Management
23
Allianz Asset Management
Germany
USD 666 k -USD 501 k -15,162 -46%
Chas P. Smith & Associates (CPS)
24
Chas P. Smith & Associates (CPS)
Florida
USD 579 k -USD 2.97 k -90 -0.6%
PWS
25
Private Wealth Strategies
Ohio
USD 482 k -USD 111 k -3,366 -20%
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