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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 58.8 M +USD 42.4 M +1,080,163 +420%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 18.4 M +USD 729 k +18,554 +5%
Morgan Stanley
3
Morgan Stanley
New York
USD 15.7 M -USD 1.9 M -48,287 -12%
Gallagher Fiduciary Advisors
4
Gallagher Fiduciary Advisors
Illinois
USD 14.9 M +USD 1.02 M +25,895 +8%
Avantax Advisory Services
5
Avantax Advisory Services
Texas
USD 14.5 M +USD 970 k +24,698 +8%
Atria Investments
6
Atria Investments
North Carolina
USD 14.4 M +USD 12.9 M +327,373 Nuevas
LPL Financial
7
LPL Financial
California
USD 13.7 M +USD 4.01 M +102,007 +49%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
USD 12.1 M +USD 10.8 M +275,571 Nuevas
Wells Fargo
9
Wells Fargo
California
USD 9.9 M +USD 1.51 M +38,438 +21%
Ameriprise
10
Ameriprise
Minnesota
USD 7.57 M +USD 1.13 M +28,817 +20%
Steele Capital Management
11
Steele Capital Management
Iowa
USD 6.6 M +USD 5.9 M +150,035 Nuevas
MTC
12
Matrix Trust Company
Colorado
USD 6.59 M +USD 11 k +281 +0.2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
USD 6.27 M +USD 137 k +3,488 +3%
Opes Wealth Management
14
Opes Wealth Management
California
USD 4.73 M +USD 40.4 k +1,028 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 4.01 M +USD 1.86 M +47,385 +108%
Creative Financial Designs
16
Creative Financial Designs
Indiana
USD 4.01 M +USD 296 k +7,524 +9%
Raymond James Financial Services Advisors
17
Raymond James Financial Services Advisors
Florida
USD 3.74 M +USD 227 k +5,784 +7%
Black Diamond Financial
18
Black Diamond Financial
Maryland
USD 3.73 M +USD 93.8 k +2,388 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 3.62 M +USD 455 k +11,574 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
USD 3.43 M +USD 12.5 k +318 +0.4%
Osaic Holdings
21
Osaic Holdings
Arizona
USD 3.15 M -USD 1.07 M -27,205 -28%
UBS Group
22
UBS Group
Switzerland
USD 2.95 M -USD 32.6 k -829 -1%
NAMNJ
23
NorthStar Asset Management (New Jersey)
New Jersey
USD 2.88 M +USD 2.58 M +65,547 Nuevas
Atria Wealth Solutions
24
Atria Wealth Solutions
New York
USD 2.79 M +USD 8.84 k +225 +0.4%
IAG Wealth Partners
25
IAG Wealth Partners
Wisconsin
USD 2.75 M +USD 2.46 M +62,604 Nuevas
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