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iShares S&P Mid-Cap 400 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.25B -$63.7M -1,447,796 -5%
Morgan Stanley
2
Morgan Stanley
New York
$319M +$14.7M +333,520 +5%
Goldman Sachs
3
Goldman Sachs
New York
$158M -$3.95M -89,756 -3%
Bank of America
4
Bank of America
North Carolina
$140M +$10.9M +246,900 +9%
UBS Group
5
UBS Group
Switzerland
$106M +$6.81M +154,672 +7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$96.1M +$2.3M +52,216 +3%
EFS
7
Edelman Financial Services
Virginia
$77.5M +$2.05M +46,532 +3%
KeyBank National Association
8
KeyBank National Association
Ohio
$61M -$757K -17,196 -1%
RJA
9
Raymond James & Associates
Florida
$60.6M +$2.75M +62,432 +5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$43.1M +$2.41M +54,652 +6%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$41.7M -$9.28M -210,720 -18%
Stifel Financial
12
Stifel Financial
Missouri
$36.9M +$3.05M +69,348 +9%
LPL Financial
13
LPL Financial
California
$35.7M +$2.11M +47,840 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$32.2M +$1.19M +26,916 +4%
CDIA
15
Capital Directions Investment Advisors
Georgia
$31.1M -$2.45M -55,572 -8%
Ameriprise
16
Ameriprise
Minnesota
$31M +$7.49M +170,204 +33%
BF
17
BOK Financial
Oklahoma
$30.1M -$785K -17,828 -3%
Northern Trust
18
Northern Trust
Illinois
$29.5M -$64.8K -1,472 -0.2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$27.7M +$2.56M +58,184 +11%
SCM
20
Sandler Capital Management
New York
$25.7M +$24.8M +563,600 New
WF
21
WealthTrust Fairport
Ohio
$25.7M +$365K +8,300 +1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$25.2M -$29.9K -680 -0.1%
DADC
23
D.A. Davidson & Co
Montana
$18.2M +$1.21M +27,432 +7%
MM
24
Main Management
California
$17.8M -$491K -11,148 -3%
1IA
25
1834 Investment Advisors
Wisconsin
$17.8M +$207K +4,692 +1%