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iShares Morningstar Small-Cap Growth ETF
ISCG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1
Searcy Financial Services
Kansas
$13.2M +$12.6M +396,204 New
Morgan Stanley
2
Morgan Stanley
New York
$11.6M +$6.64M +208,704 +148%
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.62M +$3.51M +110,400 +62%
LPL Financial
4
LPL Financial
California
$6.4M +$1.62M +51,054 +36%
Wells Fargo
5
Wells Fargo
California
$5.65M +$421K +13,230 +8%
Goldman Sachs
6
Goldman Sachs
New York
$4.01M +$4.96K +156 +0.1%
Stifel Financial
7
Stifel Financial
Missouri
$2.53M +$2.42M +75,960 New
Ameriprise
8
Ameriprise
Minnesota
$2.47M +$196K +6,174 +9%
Bank of America
9
Bank of America
North Carolina
$2.22M -$884K -27,786 -29%
AAS
10
Avantax Advisory Services
Texas
$1.96M +$436K +13,704 +30%
LFAS
11
Level Four Advisory Services
Texas
$1.94M -$42.4K -1,332 -2%
MHS
12
M Holdings Securities
Oregon
$1.74M +$217K +6,810 +15%
CMP
13
Courage Miller Partners
Virginia
$1.24M -$14.7K -462 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.22M +$4.41M +138,756 +5,391%
TC
15
TAP Consulting
Missouri
$1.13M +$1.08M +34,014 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.13M -$273K -8,592 -20%
CF
17
Centaurus Financial
California
$1.05M +$1M +31,512 New
MAS
18
Madden Advisory Services
Florida
$895K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$721K +$429K +13,482 +164%
CPSAC
20
Chas P. Smith & Associates (CPS)
Florida
$706K -$11.4K -360 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$653K +$80.2K +2,520 +15%
UBS Group
22
UBS Group
Switzerland
$643K -$4.39K -138 -0.7%
F
23
F3Logic
Minnesota
$577K -$22.9K -720 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$473K -$147K -4,620 -24%
WWM
25
Western Wealth Management
Colorado
$468K +$86.8K +2,730 +24%
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