We are live on ! Find out more
ISCG icon

iShares Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$23.4M -$28.8M -569,330 -56%
LPL Financial
2
LPL Financial
California
$20.6M -$11.7M -231,400 -37%
SFS
3
Searcy Financial Services
Kansas
$18.7M +$146K +2,876 +0.8%
Ameriprise
4
Ameriprise
Minnesota
$17.3M -$497K -9,822 -3%
Bank of America
5
Bank of America
North Carolina
$17.1M -$10.1M -200,445 -38%
AAS
6
Avantax Advisory Services
Texas
$14.2M +$1.52M +30,076 +12%
Morgan Stanley
7
Morgan Stanley
New York
$12.7M -$38.4M -757,501 -76%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.63M -$3.99M -78,785 -35%
MTC
9
Matrix Trust Company
Colorado
$6.65M -$194K -3,831 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.59M +$52K +1,027 +1%
UBS Group
11
UBS Group
Switzerland
$5.36M -$1.68M -33,153 -24%
KAS
12
Kestra Advisory Services
Texas
$4.48M -$158K -3,127 -3%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.13M +$513K +10,134 +15%
TPCW
14
TD Private Client Wealth
New York
$4.04M +$87K +1,719 +2%
RJA
15
Raymond James & Associates
Florida
$3.58M -$11.9M -235,311 -77%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.56M -$16.1M -317,642 -82%
MHS
17
M Holdings Securities
Oregon
$3.17M +$10.1K +200 +0.3%
CFD
18
Creative Financial Designs
Indiana
$3.05M +$337K +6,659 +13%
LFAS
19
Level Four Advisory Services
Texas
$3.01M
PAG
20
Private Advisor Group
New Jersey
$2.77M -$5.4M -106,562 -67%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.52M +$445K +8,782 +22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.42M -$3.34M -65,965 -59%
TC
23
TAP Consulting
Missouri
$2.22M +$102K +2,012 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.18M -$2.2M -43,458 -51%
GRP
25
Global Retirement Partners
California
$2.05M +$38.4K +758 +2%