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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 46.2 M -USD 9.5 M -248,239 -16%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 12.6 M +USD 13.5 M +352,971 +3,835%
Wells Fargo
3
Wells Fargo
California
USD 12.1 M -USD 1 M -26,143 -7%
Morgan Stanley
4
Morgan Stanley
New York
USD 9.9 M +USD 169 k +4,411 +2%
F
5
F3Logic
Minnesota
USD 8.7 M -USD 1.6 M -41,861 -14%
Avantax Advisory Services
6
Avantax Advisory Services
Texas
USD 8.15 M +USD 176 k +4,587 +2%
LPL Financial
7
LPL Financial
California
USD 7.22 M -USD 190 k -4,970 -2%
MTC
8
Matrix Trust Company
Colorado
USD 4.9 M -USD 63.4 k -1,656 -1%
Creative Financial Designs
9
Creative Financial Designs
Indiana
USD 3.1 M +USD 163 k +4,260 +5%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 2.8 M +USD 805 k +21,030 +35%
Ameriprise
11
Ameriprise
Minnesota
USD 2.6 M -USD 307 k -8,014 -10%
SWM
12
Shelton Wealth Management
Texas
USD 2.58 M +USD 728 +19 +0%
UBS Group
13
UBS Group
Switzerland
USD 2.52 M +USD 14.2 k +371 +0.5%
Opes Wealth Management
14
Opes Wealth Management
California
USD 2.5 M +USD 85.2 k +2,225 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 2.46 M -USD 270 k -7,050 -9%
MML Investors Services
16
MML Investors Services
Massachusetts
USD 2.1 M -USD 490 k -12,799 -17%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
USD 2.07 M +USD 1.4 M +36,623 +158%
Level Four Advisory Services
18
Level Four Advisory Services
Texas
USD 1.96 M – – –
Black Diamond Financial
19
Black Diamond Financial
Maryland
USD 1.82 M +USD 836 k +21,834 +73%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 1.75 M -USD 472 k -12,323 -20%
M Holdings Securities
21
M Holdings Securities
Oregon
USD 1.74 M – – –
Osaic Holdings
22
Osaic Holdings
Arizona
USD 1.71 M -USD 123 k -3,209 -6%
Certified Advisory Corp
23
Certified Advisory Corp
Florida
USD 1.49 M +USD 235 k +6,144 +17%
Citadel Advisors
24
Citadel Advisors
Florida
USD 1.33 M -USD 1.7 M -44,496 -54%
Goldman Sachs
25
Goldman Sachs
New York
USD 1.23 M – – –
1
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