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iShares Morningstar Small-Cap Value ETF
ISCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Pathstone Holdings
51
Pathstone Holdings
New Jersey
USD 736 k +USD 700 k +9,399 Nuevas
Mariner
52
Mariner
Kansas
USD 692 k -USD 506 k -6,796 -43%
Citadel Advisors
53
Citadel Advisors
Florida
USD 690 k +USD 656 k +8,810 Nuevas
Pacific Sun Financial
54
Pacific Sun Financial
California
USD 683 k -USD 44.7 k -600 -6%
Kelly Financial Group
55
Kelly Financial Group
Connecticut
USD 671 k -USD 968 -13 -0.2%
Equitable Holdings
56
Equitable Holdings
New York
USD 615 k -USD 959 k -12,874 -62%
Geneos Wealth Management
57
Geneos Wealth Management
Colorado
USD 568 k – – –
Courage Miller Partners
58
Courage Miller Partners
Virginia
USD 540 k -USD 65.3 k -877 -11%
Madison Wealth Partners
59
Madison Wealth Partners
Wisconsin
USD 534 k +USD 12.2 k +164 +2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
USD 523 k +USD 12.4 k +166 +3%
NWA
61
Northwest Wealth Advisors
Washington
USD 510 k -USD 5.51 k -74 -1%
HighTower Advisors
62
HighTower Advisors
Illinois
USD 505 k -USD 29.3 k -394 -6%
GWN Securities
63
GWN Securities
Florida
USD 480 k +USD 43.9 k +590 +11%
Asset Dedication LLC
64
Asset Dedication LLC
California
USD 459 k +USD 1.94 k +26 +0.4%
Essex Financial Services
65
Essex Financial Services
Connecticut
USD 458 k – – –
Sensible Money
66
Sensible Money
Arizona
USD 451 k +USD 1.94 k +26 +0.5%
Fidelity Investments
67
Fidelity Investments
Massachusetts
USD 399 k +USD 14 k +188 +4%
Jim Saulnier & Associates
68
Jim Saulnier & Associates
Colorado
USD 397 k -USD 371 k -4,983 -50%
JAWA
69
John A. Wolfe & Associates
Michigan
USD 393 k -USD 7.82 k -105 -2%
Towerpoint Wealth
70
Towerpoint Wealth
California
USD 392 k +USD 74 +1 +0%
Argent Trust Co
71
Argent Trust Co
Tennessee
USD 383 k – – –
Lansing Street Advisors
72
Lansing Street Advisors
Pennsylvania
USD 382 k +USD 819 +11 +0.2%
Transcend Capital Advisors
73
Transcend Capital Advisors
New Jersey
USD 364 k – – –
Creative Planning
74
Creative Planning
Kansas
USD 354 k -USD 33 k -443 -9%
Osaic Holdings
75
Osaic Holdings
Arizona
USD 354 k -USD 27.6 k -371 -8%
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