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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 13.4 M -USD 172 k -4,422 -1%
Searcy Financial Services
2
Searcy Financial Services
Kansas
USD 12.5 M +USD 3.08 M +79,206 +33%
Avantax Advisory Services
3
Avantax Advisory Services
Texas
USD 11.6 M +USD 7.24 M +186,222 +174%
Morgan Stanley
4
Morgan Stanley
New York
USD 8.56 M -USD 2.36 M -60,804 -22%
LPL Financial
5
LPL Financial
California
USD 6.97 M +USD 339 k +8,724 +5%
MTC
6
Matrix Trust Company
Colorado
USD 5.41 M +USD 21.2 k +546 +0.4%
Bank of America
7
Bank of America
North Carolina
USD 4.95 M -USD 93.8 k -2,412 -2%
Goldman Sachs
8
Goldman Sachs
New York
USD 4.38 M -USD 383 k -9,846 -8%
UBS Group
9
UBS Group
Switzerland
USD 3.71 M +USD 9.1 k +234 +0.3%
Ameriprise
10
Ameriprise
Minnesota
USD 3.44 M +USD 406 k +10,458 +14%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 3.12 M -USD 375 k -9,660 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 3.01 M +USD 2.2 M +56,604 +293%
Citadel Advisors
13
Citadel Advisors
Florida
USD 2.67 M -USD 2.02 M -52,020 -44%
M Holdings Securities
14
M Holdings Securities
Oregon
USD 2.43 M +USD 2.38 M +61,278 Nuevas
Level Four Advisory Services
15
Level Four Advisory Services
Texas
USD 2.4 M – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 2.29 M +USD 1.22 M +31,482 +120%
Valmark Advisers
17
Valmark Advisers
Ohio
USD 1.7 M +USD 1.67 M +42,852 Nuevas
TD Private Client Wealth
18
TD Private Client Wealth
New York
USD 1.53 M +USD 1.51 M +38,724 Nuevas
Global Retirement Partners
19
Global Retirement Partners
California
USD 1.49 M -USD 48.3 k -1,242 -3%
TAP Consulting
20
TAP Consulting
Missouri
USD 1.47 M +USD 519 k +13,350 +56%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 1.34 M +USD 1.15 M +29,634 +727%
Atria Investments
22
Atria Investments
North Carolina
USD 1.23 M +USD 1.21 M +31,164 Nuevas
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
USD 1.22 M – – –
Courage Miller Partners
24
Courage Miller Partners
Virginia
USD 1.16 M – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 1.14 M +USD 128 k +3,288 +13%
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