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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 M -USD 1.35 M -24,393 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 47.2 M +USD 1.57 M +28,437 +3%
LPL Financial
3
LPL Financial
California
USD 37.5 M +USD 8.93 M +161,609 +31%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 34.2 M +USD 30.3 M +549,014 +810%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
USD 28.8 M +USD 1.6 M +28,968 +6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 22.4 M +USD 389 k +7,047 +2%
Gallagher Fiduciary Advisors
7
Gallagher Fiduciary Advisors
Illinois
USD 17 M +USD 308 k +5,573 +2%
Atria Investments
8
Atria Investments
North Carolina
USD 16.9 M +USD 407 k +7,359 +2%
Bank of America
9
Bank of America
North Carolina
USD 14.3 M -USD 79.8 k -1,444 -0.6%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 12.6 M -USD 886 k -16,040 -7%
Morgan Stanley
11
Morgan Stanley
New York
USD 12 M -USD 1.09 M -19,638 -8%
Black Diamond Financial
12
Black Diamond Financial
Maryland
USD 11.6 M +USD 1.08 M +19,508 +10%
MTC
13
Matrix Trust Company
Colorado
USD 9.9 M +USD 79 k +1,430 +0.8%
Steele Capital Management
14
Steele Capital Management
Iowa
USD 9.9 M +USD 79 k +1,430 +0.8%
UBS Group
15
UBS Group
Switzerland
USD 9.34 M +USD 381 k +6,902 +4%
Raymond James Financial
16
Raymond James Financial
Florida
USD 9.26 M +USD 2.66 M +48,093 +40%
Wells Fargo
17
Wells Fargo
California
USD 8.89 M +USD 330 k +5,964 +4%
Ameriprise
18
Ameriprise
Minnesota
USD 8.39 M +USD 1.85 M +33,537 +29%
Opes Wealth Management
19
Opes Wealth Management
California
USD 7.11 M +USD 13.7 k +248 +0.2%
Mariner
20
Mariner
Kansas
USD 7.01 M +USD 3.5 M +63,393 +101%
IAG
21
Ipsen Advisor Group
Arkansas
USD 6.3 M +USD 26.9 k +486 +0.4%
McKinley Carter Wealth Services
22
McKinley Carter Wealth Services
West Virginia
USD 5.91 M -USD 1.04 M -18,873 -15%
NAMNJ
23
NorthStar Asset Management (New Jersey)
New Jersey
USD 5.55 M +USD 339 k +6,127 +7%
TBFA
24
Three Bearings Fiduciary Advisors
New Hampshire
USD 4.88 M +USD 4.69 M +84,915 Nuevas
BWA
25
Beam Wealth Advisors
Louisiana
USD 4.32 M +USD 396 k +7,166 +10%
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