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iShares Morningstar Small-Cap Growth ETF
ISCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
USD 82.1 M +USD 67.1 M +1,370,872 +303%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 47.8 M -USD 1.25 M -25,550 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
USD 21 M +USD 1.3 M +26,463 +6%
Avantax Advisory Services
4
Avantax Advisory Services
Texas
USD 18 M +USD 218 k +4,461 +1%
LPL Financial
5
LPL Financial
California
USD 17.9 M +USD 386 k +7,873 +2%
Bank of America
6
Bank of America
North Carolina
USD 16.7 M -USD 2.02 M -41,340 -10%
Morgan Stanley
7
Morgan Stanley
New York
USD 15.9 M +USD 250 k +5,103 +1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
USD 13.2 M +USD 6.35 M +129,607 +79%
Gallagher Fiduciary Advisors
9
Gallagher Fiduciary Advisors
Illinois
USD 12.9 M +USD 204 k +4,157 +1%
Atria Investments
10
Atria Investments
North Carolina
USD 12.8 M +USD 181 k +3,701 +1%
MTC
11
Matrix Trust Company
Colorado
USD 7.45 M -USD 22.1 k -451 -0.3%
Steele Capital Management
12
Steele Capital Management
Iowa
USD 7.45 M -USD 22.1 k -451 -0.3%
Black Diamond Financial
13
Black Diamond Financial
Maryland
USD 6.46 M -USD 338 k -6,906 -5%
Wells Fargo
14
Wells Fargo
California
USD 6.35 M -USD 1.18 M -24,100 -15%
Opes Wealth Management
15
Opes Wealth Management
California
USD 5.32 M +USD 673 k +13,739 +13%
Raymond James Financial
16
Raymond James Financial
Florida
USD 5.28 M +USD 61.7 k +1,260 +1%
Ameriprise
17
Ameriprise
Minnesota
USD 4.97 M +USD 91.7 k +1,872 +2%
IAG
18
Ipsen Advisor Group
Arkansas
USD 4.91 M +USD 91.8 k +1,874 +2%
UBS Group
19
UBS Group
Switzerland
USD 4.64 M +USD 1.72 M +35,075 +52%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 4.53 M +USD 187 k +3,817 +4%
NAMNJ
21
NorthStar Asset Management (New Jersey)
New Jersey
USD 3.9 M +USD 280 k +5,725 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 3.77 M +USD 272 k +5,559 +7%
MML Investors Services
23
MML Investors Services
Massachusetts
USD 3.64 M -USD 36.3 k -741 -0.9%
IAG Wealth Partners
24
IAG Wealth Partners
Wisconsin
USD 3.37 M +USD 173 k +3,537 +5%
Certified Advisory Corp
25
Certified Advisory Corp
Florida
USD 3.29 M -USD 70.3 k -1,436 -2%
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