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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
$1.29B -$19.4M -410,288 -1%
Morgan Stanley
2
Morgan Stanley
New York
$347M +$12.6M +266,536 +4%
Goldman Sachs
3
Goldman Sachs
New York
$160M -$5.6M -118,668 -3%
Bank of America
4
Bank of America
North Carolina
$147M +$584K +12,388 +0.4%
UBS Group
5
UBS Group
Switzerland
$121M +$9.45M +200,344 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$107M +$5.81M +123,156 +6%
EFS
7
Edelman Financial Services
Virginia
$85.2M +$3.91M +82,912 +5%
KeyBank National Association
8
KeyBank National Association
Ohio
$64.8M +$867K +18,384 +1%
RJA
9
Raymond James & Associates
Florida
$54.7M -$8.72M -184,840 -14%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$48.2M +$3.02M +63,976 +7%
Ameriprise
11
Ameriprise
Minnesota
$45.7M +$12.9M +273,740 +40%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$44M -$528K -11,200 -1%
MIAN
13
Mariner Independent Advisor Network
Kansas
$42.4M +$41.9M +887,564 New
LPL Financial
14
LPL Financial
California
$36.6M -$582K -12,348 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$34.1M +$376K +7,972 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$33.4M +$4.35M +92,176 +15%
Northern Trust
17
Northern Trust
Illinois
$31.8M +$852K +18,064 +3%
BF
18
BOK Financial
Oklahoma
$31.5M -$79K -1,676 -0.3%
CDIA
19
Capital Directions Investment Advisors
Georgia
$31.2M -$1.34M -28,388 -4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$27.8M +$1.4M +29,712 +5%
HCM
21
Highfields Capital Management
Massachusetts
$26.3M +$26M +551,604 New
Stifel Financial
22
Stifel Financial
Missouri
$26.1M -$12.7M -270,316 -33%
WF
23
WealthTrust Fairport
Ohio
$25.1M -$1.81M -38,348 -7%
DADC
24
D.A. Davidson & Co
Montana
$20.9M +$1.84M +38,944 +10%
FMC
25
First Merchants Corp
Indiana
$18.6M +$879K +18,644 +5%