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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 47.6 M -USD 8.8 M -195,655 -16%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 19.3 M +USD 2.71 M +60,243 +17%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
USD 19.1 M +USD 103 k +2,296 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
USD 18.8 M +USD 18.6 M +412,806 +2,293,367%
Avantax Advisory Services
5
Avantax Advisory Services
Texas
USD 16 M +USD 1.57 M +34,878 +11%
LPL Financial
6
LPL Financial
California
USD 14.7 M -USD 446 k -9,917 -3%
Gallagher Fiduciary Advisors
7
Gallagher Fiduciary Advisors
Illinois
USD 14.2 M -USD 831 k -18,473 -6%
Atria Investments
8
Atria Investments
North Carolina
USD 14.1 M -USD 858 k -19,080 -6%
Morgan Stanley
9
Morgan Stanley
New York
USD 11.6 M -USD 4.26 M -94,689 -27%
Wells Fargo
10
Wells Fargo
California
USD 8.03 M -USD 2.58 M -57,376 -25%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
USD 7.18 M +USD 400 k +8,883 +6%
Ameriprise
12
Ameriprise
Minnesota
USD 6.95 M -USD 1.49 M -33,041 -18%
Steele Capital Management
13
Steele Capital Management
Iowa
USD 6.56 M -USD 70.5 k -1,567 -1%
MTC
14
Matrix Trust Company
Colorado
USD 6.56 M -USD 62.2 k -1,383 -0.9%
Opes Wealth Management
15
Opes Wealth Management
California
USD 4.71 M -USD 67.8 k -1,508 -1%
Black Diamond Financial
16
Black Diamond Financial
Maryland
USD 4.63 M +USD 761 k +16,905 +20%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 4.17 M +USD 66.1 k +1,469 +2%
UBS Group
18
UBS Group
Switzerland
USD 3.63 M +USD 591 k +13,135 +20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 3.46 M -USD 180 k -3,995 -5%
NAMNJ
20
NorthStar Asset Management (New Jersey)
New Jersey
USD 3.34 M +USD 137 k +3,053 +4%
Atria Wealth Solutions
21
Atria Wealth Solutions
New York
USD 3.3 M +USD 294 k +6,529 +10%
Raymond James Financial Services Advisors
22
Raymond James Financial Services Advisors
Florida
USD 3.3 M -USD 412 k -9,152 -11%
IAG Wealth Partners
23
IAG Wealth Partners
Wisconsin
USD 3.16 M +USD 182 k +4,049 +6%
MAG
24
Members Advisory Group
New York
USD 3.09 M +USD 304 k +6,762 +11%
Certified Advisory Corp
25
Certified Advisory Corp
Florida
USD 3.05 M +USD 142 k +3,155 +5%
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