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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 54 M +USD 5.99 M +163,795 +12%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 13.5 M +USD 424 k +11,592 +3%
Wells Fargo
3
Wells Fargo
California
USD 12.6 M -USD 35 k -957 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
USD 12.5 M +USD 2.19 M +59,710 +21%
F
5
F3Logic
Minnesota
USD 12.4 M +USD 3.37 M +92,019 +37%
GBS
6
Gallagher Benefit Services
Illinois
USD 12.4 M +USD 12.6 M +343,099 Nuevas
Avantax Advisory Services
7
Avantax Advisory Services
Texas
USD 9.26 M +USD 791 k +21,604 +9%
LPL Financial
8
LPL Financial
California
USD 5.94 M -USD 1.6 M -43,632 -21%
Corient Private Wealth
9
Corient Private Wealth
Florida
USD 5.87 M +USD 649 k +17,728 Nuevas
MTC
10
Matrix Trust Company
Colorado
USD 5.08 M -USD 21.5 k -587 -0.4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
USD 4.34 M +USD 1.44 M +39,376 +49%
Creative Financial Designs
12
Creative Financial Designs
Indiana
USD 3.44 M +USD 217 k +5,920 +7%
IAG
13
Ipsen Advisor Group
Arkansas
USD 3.09 M +USD 3.14 M +85,769 Nuevas
Ameriprise
14
Ameriprise
Minnesota
USD 2.94 M +USD 256 k +6,999 +9%
Opes Wealth Management
15
Opes Wealth Management
California
USD 2.68 M +USD 89.3 k +2,440 +3%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 2.55 M +USD 740 k +20,224 +40%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 2.52 M -USD 35.3 k -965 -1%
UBS Group
18
UBS Group
Switzerland
USD 2.45 M -USD 164 k -4,472 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 2.42 M +USD 649 k +17,730 +36%
MML Investors Services
20
MML Investors Services
Massachusetts
USD 2.33 M +USD 156 k +4,267 +7%
Black Diamond Financial
21
Black Diamond Financial
Maryland
USD 2.3 M +USD 437 k +11,948 +23%
Certified Advisory Corp
22
Certified Advisory Corp
Florida
USD 2.21 M +USD 672 k +18,358 +43%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 2.12 M +USD 1.22 M +33,470 +133%
Level Four Advisory Services
24
Level Four Advisory Services
Texas
USD 2.04 M – – –
M Holdings Securities
25
M Holdings Securities
Oregon
USD 1.8 M – – –
1
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