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iShares Morningstar Small-Cap Growth ETF
ISCG

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.7M +$3.14M +95,166 +38%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M +$2.21M +67,020 +32%
SFS
3
Searcy Financial Services
Kansas
$8.72M -$121K -3,666 -2%
LPL Financial
4
LPL Financial
California
$6.16M +$1.07M +32,292 +24%
MTC
5
Matrix Trust Company
Colorado
$5.01M -$306K -9,264 -6%
Bank of America
6
Bank of America
North Carolina
$4.69M +$1.1M +33,294 +35%
Goldman Sachs
7
Goldman Sachs
New York
$4.44M – – –
Citadel Advisors
8
Citadel Advisors
Florida
$4.4M -$4.79M -144,984 -55%
AAS
9
Avantax Advisory Services
Texas
$3.94M +$142K +4,302 +4%
UBS Group
10
UBS Group
Switzerland
$3.44M -$177K -5,358 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.26M +$2.92M +88,518 New
Ameriprise
12
Ameriprise
Minnesota
$2.81M +$135K +4,104 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.64M +$1.12M +33,936 +90%
LFAS
14
Level Four Advisory Services
Texas
$2.23M +$86.4K +2,616 +5%
GRP
15
Global Retirement Partners
California
$1.43M +$1.26M +38,292 +7,689%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMP
17
Courage Miller Partners
Virginia
$1.16M -$25.8K -780 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$969K -$264K -8,010 -23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$943K +$60.6K +1,836 +8%
TC
20
TAP Consulting
Missouri
$880K -$143K -4,320 -15%
BWA
21
Beam Wealth Advisors
Louisiana
$789K +$102K +3,102 +17%
Osaic Holdings
22
Osaic Holdings
Arizona
$712K +$5.35K +162 +0.8%
Allianz Asset Management
23
Allianz Asset Management
Germany
$666K -$501K -15,162 -46%
CPSAC
24
Chas P. Smith & Associates (CPS)
Florida
$579K -$2.97K -90 -0.6%
PWS
25
Private Wealth Strategies
Ohio
$482K -$111K -3,366 -20%
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