We are live on ! Find out more
ISCG icon

iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
AdvisorShares Investments
Maryland
$68.9M +$61.8M +1,362,486 New
DWA
2
Dorsey Wright & Associates
California
$68.9M +$61.8M +1,362,486 New
Morgan Stanley
3
Morgan Stanley
New York
$47.2M +$32.5M +716,820 +331%
Wells Fargo
4
Wells Fargo
California
$42.3M +$22.5M +497,112 +146%
LPL Financial
5
LPL Financial
California
$25.8M +$15.2M +334,620 +190%
Bank of America
6
Bank of America
North Carolina
$22.8M +$14.8M +325,782 +261%
SFS
7
Searcy Financial Services
Kansas
$18.9M +$2.6M +57,426 +18%
PAG
8
Private Advisor Group
New Jersey
$13.1M +$11.7M +258,264 New
Osaic Holdings
9
Osaic Holdings
Arizona
$12.9M +$8.14M +179,574 +236%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$12.8M +$10.9M +241,128 +1,997%
Citadel Advisors
11
Citadel Advisors
Florida
$12.6M +$8.25M +182,040 +270%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$12.3M +$11M +242,598 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12M +$7.17M +158,172 +201%
RJA
14
Raymond James & Associates
Florida
$9.6M +$8.31M +183,438 +2,882%
UBS Group
15
UBS Group
Switzerland
$8.72M +$3.57M +78,870 +84%
AAS
16
Avantax Advisory Services
Texas
$8.28M -$5.88M -129,696 -44%
MTC
17
Matrix Trust Company
Colorado
$6.77M -$120K -2,658 -2%
SPC
18
Sigma Planning Corp
Michigan
$6.43M +$5.76M +127,122 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.99M +$1.85M +40,848 +71%
Ameriprise
20
Ameriprise
Minnesota
$4.53M +$134K +2,958 +3%
TPCW
21
TD Private Client Wealth
New York
$3.82M +$1.67M +36,786 +95%
FAIM
22
Financial Advocates Investment Management
Washington
$3.76M +$3.37M +74,394 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.12M +$1.93M +42,570 +223%
MHS
24
M Holdings Securities
Oregon
$3.1M -$1.63K -36 -0.1%
LFAS
25
Level Four Advisory Services
Texas
$2.94M -$110K -2,430 -4%