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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 57.9 M -USD 4.17 M -94,275 -7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 19.4 M -USD 5.04 k -114 -0%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 16.9 M +USD 3.91 M +88,361 +32%
Morgan Stanley
4
Morgan Stanley
New York
USD 16.3 M -USD 292 k -6,595 -2%
LPL Financial
5
LPL Financial
California
USD 15.5 M +USD 996 k +22,518 +7%
Gallagher Fiduciary Advisors
6
Gallagher Fiduciary Advisors
Illinois
USD 15.4 M -USD 258 k -5,822 -2%
Atria Investments
7
Atria Investments
North Carolina
USD 15.4 M +USD 114 k +2,579 +0.8%
Avantax Advisory Services
8
Avantax Advisory Services
Texas
USD 14.8 M -USD 533 k -12,042 -4%
Wells Fargo
9
Wells Fargo
California
USD 10.9 M +USD 432 k +9,766 +4%
Ameriprise
10
Ameriprise
Minnesota
USD 8.66 M +USD 657 k +14,856 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
USD 6.94 M +USD 288 k +6,521 +5%
Steele Capital Management
12
Steele Capital Management
Iowa
USD 6.79 M -USD 184 k -4,153 -3%
MTC
13
Matrix Trust Company
Colorado
USD 6.78 M -USD 179 k -4,056 -3%
Opes Wealth Management
14
Opes Wealth Management
California
USD 4.9 M -USD 103 k -2,339 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
USD 4.2 M +USD 542 k +12,242 +16%
Raymond James Financial Services Advisors
16
Raymond James Financial Services Advisors
Florida
USD 3.8 M -USD 148 k -3,341 -4%
Black Diamond Financial
17
Black Diamond Financial
Maryland
USD 3.73 M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 3.73 M -USD 104 k -2,358 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
USD 3.53 M +USD 189 k +4,276 +6%
NAMNJ
20
NorthStar Asset Management (New Jersey)
New Jersey
USD 3.28 M +USD 213 k +4,823 +7%
UBS Group
21
UBS Group
Switzerland
USD 3.1 M -USD 22.4 k -506 -0.8%
Atria Wealth Solutions
22
Atria Wealth Solutions
New York
USD 3.07 M +USD 115 k +2,608 +4%
IAG Wealth Partners
23
IAG Wealth Partners
Wisconsin
USD 3.05 M +USD 130 k +2,928 +5%
Certified Advisory Corp
24
Certified Advisory Corp
Florida
USD 2.97 M +USD 81.9 k +1,851 +3%
Members Advisory Group
25
Members Advisory Group
New York
USD 2.85 M +USD 81 k +1,832 +3%
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