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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 54.2 M -USD 165 k -3,169 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 44.7 M -USD 6.53 M -125,236 -13%
LPL Financial
3
LPL Financial
California
USD 28 M +USD 4.19 M +80,338 +18%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
USD 26.6 M -USD 5.74 k -110 -0%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
USD 21.6 M +USD 18.5 M +355,268 +852%
Rockport Wealth
6
Rockport Wealth
Ohio
USD 17.6 M +USD 26.9 k +515 +0.2%
Gallagher Fiduciary Advisors
7
Gallagher Fiduciary Advisors
Illinois
USD 16.4 M +USD 95.3 k +1,828 +0.6%
Atria Investments
8
Atria Investments
North Carolina
USD 16.2 M +USD 118 k +2,272 +0.8%
Bank of America
9
Bank of America
North Carolina
USD 14.1 M -USD 4.44 M -85,167 -25%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 13.2 M -USD 1.15 M -22,045 -8%
Morgan Stanley
11
Morgan Stanley
New York
USD 12.8 M -USD 943 k -18,092 -7%
Black Diamond Financial
12
Black Diamond Financial
Maryland
USD 10.3 M +USD 4.35 M +83,462 +78%
MTC
13
Matrix Trust Company
Colorado
USD 9.6 M +USD 488 k +9,360 +6%
Steele Capital Management
14
Steele Capital Management
Iowa
USD 9.6 M +USD 488 k +9,360 +6%
UBS Group
15
UBS Group
Switzerland
USD 8.78 M +USD 2.86 M +54,800 +51%
Wells Fargo
16
Wells Fargo
California
USD 8.38 M +USD 151 k +2,892 +2%
Opes Wealth Management
17
Opes Wealth Management
California
USD 6.95 M +USD 49.2 k +944 +0.7%
McKinley Carter Wealth Services
18
McKinley Carter Wealth Services
West Virginia
USD 6.82 M +USD 6.54 M +125,508 Nuevas
Raymond James Financial
19
Raymond James Financial
Florida
USD 6.46 M +USD 68.7 k +1,317 +1%
Ameriprise
20
Ameriprise
Minnesota
USD 6.19 M +USD 317 k +6,079 +6%
IAG
21
Ipsen Advisor Group
Arkansas
USD 6.14 M +USD 47 k +901 +0.8%
NAMNJ
22
NorthStar Asset Management (New Jersey)
New Jersey
USD 5.1 M +USD 138 k +2,648 +3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
USD 4.54 M +USD 9.23 k +177 +0.2%
Certified Advisory Corp
24
Certified Advisory Corp
Florida
USD 4.05 M +USD 68.2 k +1,308 +2%
IAG Wealth Partners
25
IAG Wealth Partners
Wisconsin
USD 3.96 M +USD 185 k +3,551 +5%
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