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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 57 M -USD 1.42 M -36,369 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 15.1 M +USD 568 k +14,602 +4%
Morgan Stanley
3
Morgan Stanley
New York
USD 13.1 M -USD 362 k -9,291 -3%
Gallagher Fiduciary Advisors
4
Gallagher Fiduciary Advisors
Illinois
USD 13 M +USD 13 M +334,277 Nuevas
Wells Fargo
5
Wells Fargo
California
USD 11.8 M -USD 1.81 M -46,376 -13%
Avantax Advisory Services
6
Avantax Advisory Services
Texas
USD 10.9 M +USD 903 k +23,191 +9%
LPL Financial
7
LPL Financial
California
USD 6.28 M -USD 138 k -3,556 -2%
MTC
8
Matrix Trust Company
Colorado
USD 5.61 M +USD 118 k +3,034 +2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
USD 5.4 M +USD 710 k +18,236 +15%
Ameriprise
10
Ameriprise
Minnesota
USD 4.28 M +USD 1.08 M +27,656 +34%
Creative Financial Designs
11
Creative Financial Designs
Indiana
USD 3.94 M +USD 223 k +5,732 +6%
Opes Wealth Management
12
Opes Wealth Management
California
USD 3.69 M +USD 785 k +20,156 +27%
Raymond James Financial Services Advisors
13
Raymond James Financial Services Advisors
Florida
USD 3.02 M +USD 267 k +6,870 +10%
Black Diamond Financial
14
Black Diamond Financial
Maryland
USD 2.82 M +USD 337 k +8,654 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 2.82 M +USD 89.1 k +2,290 +3%
UBS Group
16
UBS Group
Switzerland
USD 2.72 M +USD 60.3 k +1,549 +2%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 2.49 M -USD 33.2 k -854 -1%
Certified Advisory Corp
18
Certified Advisory Corp
Florida
USD 2.49 M +USD 96 k +2,466 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 2.47 M -USD 143 k -3,674 -5%
Level Four Advisory Services
20
Level Four Advisory Services
Texas
USD 2.21 M – – –
SWM
21
Shelton Wealth Management
Texas
USD 2 M +USD 125 k +3,201 +7%
M Holdings Securities
22
M Holdings Securities
Oregon
USD 1.95 M – – –
Citadel Advisors
23
Citadel Advisors
Florida
USD 1.6 M +USD 908 k +23,316 +132%
HighTower Advisors
24
HighTower Advisors
Illinois
USD 1.55 M -USD 13 k -333 -0.8%
Avior Wealth Management
25
Avior Wealth Management
Nebraska
USD 1.53 M -USD 190 k -4,891 -11%
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