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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
$1.38B -$21.1M -380,832 -1%
Morgan Stanley
2
Morgan Stanley
New York
$524M +$145M +2,615,008 +37%
Bank of America
3
Bank of America
North Carolina
$211M +$7.14M +129,156 +3%
Goldman Sachs
4
Goldman Sachs
New York
$189M -$9.31M -168,460 -5%
UBS Group
5
UBS Group
Switzerland
$141M +$1.45M +26,292 +1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$124M +$2.66M +48,124 +2%
LPL Financial
7
LPL Financial
California
$115M +$64M +1,157,276 +122%
EFS
8
Edelman Financial Services
Virginia
$107M +$2.8M +50,696 +3%
Ameriprise
9
Ameriprise
Minnesota
$85.6M +$3.29M +59,440 +4%
RJA
10
Raymond James & Associates
Florida
$80.2M +$7.72M +139,676 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$67.1M +$3.79M +68,592 +6%
KeyBank National Association
12
KeyBank National Association
Ohio
$59.3M -$6.91M -124,948 -10%
Stifel Financial
13
Stifel Financial
Missouri
$57.7M +$6.52M +117,932 +13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$48.7M -$1.05M -18,956 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$46.3M +$4.25M +76,880 +10%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$44.6M +$13.7M +247,236 +43%
HCM
17
Howard Capital Management
Georgia
$44.4M +$9.03M +163,252 +25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$41.4M +$1.32M +23,884 +3%
Northern Trust
19
Northern Trust
Illinois
$38.8M -$213K -3,852 -0.5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$35.2M +$21.9M +395,456 +159%
BF
21
BOK Financial
Oklahoma
$34.2M -$415K -7,500 -1%
Truist Financial
22
Truist Financial
North Carolina
$31.7M +$2.49M +45,024 +8%
CDIA
23
Capital Directions Investment Advisors
Georgia
$31.3M -$1.18M -21,396 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$31.2M +$2.65M +47,912 +9%
DADC
25
D.A. Davidson & Co
Montana
$28M +$651K +11,768 +2%