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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 53.1 M +USD 31.6 M +671,641 +163%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
USD 21.8 M +USD 964 k +20,494 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
USD 20.7 M +USD 172 k +3,662 +0.9%
Bank of America
4
Bank of America
North Carolina
USD 19 M -USD 31 M -659,646 -63%
Avantax Advisory Services
5
Avantax Advisory Services
Texas
USD 18.5 M +USD 1.25 M +26,593 +8%
LPL Financial
6
LPL Financial
California
USD 17.4 M +USD 1.46 M +31,020 +10%
Morgan Stanley
7
Morgan Stanley
New York
USD 16.6 M +USD 3.9 M +82,999 +32%
Gallagher Fiduciary Advisors
8
Gallagher Fiduciary Advisors
Illinois
USD 15.6 M +USD 278 k +5,907 +2%
Atria Investments
9
Atria Investments
North Carolina
USD 15.6 M +USD 322 k +6,844 +2%
Wells Fargo
10
Wells Fargo
California
USD 8.24 M -USD 390 k -8,299 -5%
Steele Capital Management
11
Steele Capital Management
Iowa
USD 8.17 M +USD 1.04 M +22,161 +15%
MTC
12
Matrix Trust Company
Colorado
USD 8.15 M +USD 1.04 M +22,161 +15%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
USD 8.12 M +USD 375 k +7,978 +5%
Black Diamond Financial
14
Black Diamond Financial
Maryland
USD 6.99 M +USD 1.92 M +40,729 +40%
Opes Wealth Management
15
Opes Wealth Management
California
USD 5.11 M +USD 39.2 k +833 +0.8%
Ameriprise
16
Ameriprise
Minnesota
USD 4.34 M -USD 3.03 M -64,338 -42%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 4.02 M -USD 447 k -9,504 -10%
NAMNJ
18
NorthStar Asset Management (New Jersey)
New Jersey
USD 3.8 M +USD 201 k +4,284 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 3.78 M +USD 59.7 k +1,270 +2%
IAG Wealth Partners
20
IAG Wealth Partners
Wisconsin
USD 3.5 M +USD 91 k +1,934 +3%
Certified Advisory Corp
21
Certified Advisory Corp
Florida
USD 3.39 M +USD 111 k +2,355 +4%
UBS Group
22
UBS Group
Switzerland
USD 3.31 M -USD 571 k -12,138 -15%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
USD 3.18 M -USD 354 k -7,520 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
USD 3.06 M +USD 62.6 k +1,331 +2%
MAG
25
Members Advisory Group
New York
USD 3.01 M -USD 310 k -6,590 -10%
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