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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 18.7 M +USD 356 k +7,034 +2%
Wells Fargo
2
Wells Fargo
California
USD 18.2 M -USD 3.43 M -67,682 -16%
LPL Financial
3
LPL Financial
California
USD 17.8 M -USD 3.98 M -78,617 -18%
Avantax Advisory Services
4
Avantax Advisory Services
Texas
USD 16.3 M +USD 2.02 M +39,822 +14%
Bank of America
5
Bank of America
North Carolina
USD 15.7 M +USD 521 k +10,300 +3%
Morgan Stanley
6
Morgan Stanley
New York
USD 13.3 M +USD 1.63 M +32,229 +14%
MTC
7
Matrix Trust Company
Colorado
USD 7.45 M -USD 18.7 k -370 -0.2%
Ameriprise
8
Ameriprise
Minnesota
USD 5.82 M -USD 422 k -8,335 -7%
UBS Group
9
UBS Group
Switzerland
USD 5.35 M +USD 233 k +4,608 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 5.29 M +USD 5.39 M +106,532 Nuevas
Kestra Advisory Services
11
Kestra Advisory Services
Texas
USD 4.13 M -USD 489 k -9,654 -10%
Creative Financial Designs
12
Creative Financial Designs
Indiana
USD 3.52 M +USD 336 k +6,631 +10%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 3.38 M +USD 132 k +2,600 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
USD 3.26 M -USD 763 k -15,076 -19%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 2.9 M -USD 27.2 k -537 -0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
USD 2.82 M +USD 33.9 k +669 +1%
Level Four Advisory Services
17
Level Four Advisory Services
Texas
USD 2.81 M -USD 70.9 k -1,400 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 2.67 M -USD 413 k -8,158 -13%
SWM
19
Shelton Wealth Management
Texas
USD 2.58 M +USD 2.63 M +51,966 Nuevas
Osaic Holdings
20
Osaic Holdings
Arizona
USD 2.46 M -USD 674 k -13,313 -21%
Sowell Financial Services
21
Sowell Financial Services
Arkansas
USD 2.35 M +USD 657 k +12,977 +38%
Armbruster Capital Management
22
Armbruster Capital Management
New York
USD 2.02 M +USD 2.06 M +40,676 Nuevas
TD Private Client Wealth
23
TD Private Client Wealth
New York
USD 1.93 M -USD 80 k -1,581 -4%
IEQ Capital
24
IEQ Capital
California
USD 1.59 M – – –
TC
25
TAP Consulting
Missouri
USD 1.49 M -USD 460 k -9,081 -23%
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