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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 49.8 M -USD 37.9 M -821,949 -45%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 47.2 M -USD 5.24 M -113,558 -11%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
USD 24.4 M +USD 1.17 M +25,362 +5%
LPL Financial
4
LPL Financial
California
USD 21.6 M +USD 1.76 M +38,089 +10%
Avantax Advisory Services
5
Avantax Advisory Services
Texas
USD 18.8 M -USD 949 k -20,546 -5%
Bank of America
6
Bank of America
North Carolina
USD 17.2 M -USD 1.23 M -26,626 -7%
Rockport Wealth
7
Rockport Wealth
Ohio
USD 16.1 M +USD 15 M +324,071 Nuevas
Gallagher Fiduciary Advisors
8
Gallagher Fiduciary Advisors
Illinois
USD 14.9 M +USD 644 k +13,957 +5%
Atria Investments
9
Atria Investments
North Carolina
USD 14.7 M +USD 569 k +12,321 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 13.2 M -USD 1.3 M -28,163 -10%
Morgan Stanley
11
Morgan Stanley
New York
USD 12.6 M -USD 4.57 M -99,093 -28%
MTC
12
Matrix Trust Company
Colorado
USD 8.33 M +USD 98 k +2,123 +1%
Steele Capital Management
13
Steele Capital Management
Iowa
USD 8.33 M +USD 98 k +2,123 +1%
Wells Fargo
14
Wells Fargo
California
USD 7.53 M +USD 477 k +10,328 +7%
Opes Wealth Management
15
Opes Wealth Management
California
USD 6.32 M +USD 409 k +8,869 +8%
Raymond James Financial
16
Raymond James Financial
Florida
USD 5.85 M +USD 19.9 k +430 +0.4%
IAG
17
Ipsen Advisor Group
Arkansas
USD 5.58 M +USD 154 k +3,334 +3%
Ameriprise
18
Ameriprise
Minnesota
USD 5.37 M -USD 101 k -2,180 -2%
Black Diamond Financial
19
Black Diamond Financial
Maryland
USD 5.32 M -USD 1.68 M -36,469 -25%
UBS Group
20
UBS Group
Switzerland
USD 5.31 M +USD 174 k +3,777 +4%
NAMNJ
21
NorthStar Asset Management (New Jersey)
New Jersey
USD 4.54 M +USD 213 k +4,617 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 4.15 M -USD 10.4 k -226 -0.3%
Certified Advisory Corp
23
Certified Advisory Corp
Florida
USD 3.65 M +USD 13.6 k +294 +0.4%
IAG Wealth Partners
24
IAG Wealth Partners
Wisconsin
USD 3.45 M -USD 258 k -5,585 -7%
HighTower Advisors
25
HighTower Advisors
Illinois
USD 3.32 M +USD 1.03 M +22,228 +50%
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