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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 55.9 M +USD 45.5 M +1,175,254 +289%
Wells Fargo
2
Wells Fargo
California
USD 13.3 M +USD 2.11 M +54,610 +17%
F
3
F3Logic
Minnesota
USD 10.3 M +USD 11.3 M +292,941 Nuevas
Morgan Stanley
4
Morgan Stanley
New York
USD 9.9 M +USD 1.08 M +27,895 +11%
Avantax Advisory Services
5
Avantax Advisory Services
Texas
USD 8.15 M -USD 2.78 M -71,764 -24%
LPL Financial
6
LPL Financial
California
USD 7.54 M -USD 3.28 M -84,758 -28%
MTC
7
Matrix Trust Company
Colorado
USD 5.05 M -USD 145 k -3,752 -3%
Creative Financial Designs
8
Creative Financial Designs
Indiana
USD 3.01 M +USD 328 k +8,487 +11%
Ameriprise
9
Ameriprise
Minnesota
USD 2.93 M +USD 129 k +3,327 +4%
Citadel Advisors
10
Citadel Advisors
Florida
USD 2.92 M +USD 2.48 M +64,200 +345%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 2.75 M +USD 744 k +19,219 +33%
SWM
12
Shelton Wealth Management
Texas
USD 2.62 M +USD 665 k +17,190 +30%
MML Investors Services
13
MML Investors Services
Massachusetts
USD 2.59 M +USD 32.1 k +829 +1%
UBS Group
14
UBS Group
Switzerland
USD 2.55 M -USD 990 k -25,594 -26%
Opes Wealth Management
15
Opes Wealth Management
California
USD 2.46 M +USD 178 k +4,610 +7%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 2.22 M -USD 45.4 k -1,174 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
USD 2.12 M -USD 4.02 M -103,854 -63%
Level Four Advisory Services
18
Level Four Advisory Services
Texas
USD 2 M – – –
SHFP
19
Second Half Financial Partners
Florida
USD 1.95 M – – –
Osaic Holdings
20
Osaic Holdings
Arizona
USD 1.86 M +USD 8.63 k +223 +0.4%
M Holdings Securities
21
M Holdings Securities
Oregon
USD 1.77 M -USD 442 k -11,433 -19%
Certified Advisory Corp
22
Certified Advisory Corp
Florida
USD 1.3 M +USD 369 k +9,539 +35%
Goldman Sachs
23
Goldman Sachs
New York
USD 1.25 M +USD 1.37 M +35,400 Nuevas
Global Retirement Partners
24
Global Retirement Partners
California
USD 1.25 M +USD 39 +1 +0%
Visionary Wealth Advisors
25
Visionary Wealth Advisors
Illinois
USD 1.19 M +USD 1.3 M +33,710 Nuevas
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