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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
USD 16.4 M +USD 277 k +7,078 +2%
Morgan Stanley
2
Morgan Stanley
New York
USD 14.2 M +USD 257 k +6,569 +2%
Gallagher Fiduciary Advisors
3
Gallagher Fiduciary Advisors
Illinois
USD 14 M +USD 141 k +3,606 +1%
Avantax Advisory Services
4
Avantax Advisory Services
Texas
USD 11.9 M +USD 319 k +8,148 +3%
Bank of America
5
Bank of America
North Carolina
USD 11 M -USD 46.9 M -1,196,647 -82%
Wells Fargo
6
Wells Fargo
California
USD 9.15 M -USD 3.19 M -81,341 -27%
LPL Financial
7
LPL Financial
California
USD 8.19 M +USD 1.43 M +36,468 +23%
Ameriprise
8
Ameriprise
Minnesota
USD 6.16 M +USD 1.52 M +38,940 +35%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
USD 6.03 M +USD 275 k +7,026 +5%
MTC
10
Matrix Trust Company
Colorado
USD 6.01 M +USD 47.7 k +1,218 +0.8%
Opes Wealth Management
11
Opes Wealth Management
California
USD 4.23 M +USD 298 k +7,614 +8%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 3.52 M +USD 292 k +7,454 +10%
Black Diamond Financial
13
Black Diamond Financial
Maryland
USD 3.29 M +USD 278 k +7,112 +10%
Creative Financial Designs
14
Creative Financial Designs
Indiana
USD 3.12 M -USD 1.01 M -25,774 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 2.99 M +USD 342 k +8,736 +14%
Certified Advisory Corp
16
Certified Advisory Corp
Florida
USD 2.98 M +USD 318 k +8,115 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 2.88 M -USD 109 k -2,796 -4%
MML Investors Services
18
MML Investors Services
Massachusetts
USD 2.86 M +USD 200 k +5,114 +8%
UBS Group
19
UBS Group
Switzerland
USD 2.68 M -USD 193 k -4,935 -7%
Atria Wealth Solutions
20
Atria Wealth Solutions
New York
USD 2.52 M +USD 2.38 M +60,865 Nuevas
RWA
21
Rooted Wealth Advisors
Illinois
USD 2.35 M +USD 2.24 M +57,127 Nuevas
Level Four Advisory Services
22
Level Four Advisory Services
Texas
USD 2.35 M – – –
SWM
23
Shelton Wealth Management
Texas
USD 2.1 M -USD 29 k -741 -1%
M Holdings Securities
24
M Holdings Securities
Oregon
USD 1.71 M -USD 348 k -8,900 -18%
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 1.7 M +USD 489 k +12,498 +44%
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