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iShares S&P Small-Cap 600 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$298M +$24.5M +323,234 +9%
Wells Fargo
2
Wells Fargo
California
$274M +$23M +303,136 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$165M +$12M +157,816 +8%
Bank of America
4
Bank of America
North Carolina
$158M +$20.8M +274,166 +15%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$129M +$2.36M +31,170 +2%
UBS Group
6
UBS Group
Switzerland
$75.5M +$3.05M +40,300 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$63.7M +$1.61M +21,308 +3%
M&T Bank
8
M&T Bank
New York
$63.1M -$1.02M -13,416 -2%
UCFA
9
United Capital Financial Advisors
Texas
$47.9M +$65.2K +860 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$46.6M +$9.16M +120,880 +25%
Ameriprise
11
Ameriprise
Minnesota
$33.7M +$974K +12,850 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$33.2M +$2.79M +36,768 +9%
Stifel Financial
13
Stifel Financial
Missouri
$28.9M -$4.26M -56,164 -13%
BFA
14
Beaumont Financial Advisors
Massachusetts
$26.1M +$2.43M +32,048 +10%
PFA
15
Pinnacle Family Advisors
Missouri
$16.8M +$4.73M +62,380 +40%
NFG
16
Noven Financial Group
Colorado
$16.5M +$544K +7,174 +3%
AG
17
Advisor Group
Arizona
$16.4M +$7.15M +94,346 +78%
VFA
18
Voya Financial Advisors
Connecticut
$16.1M +$1.65M +21,756 +11%
Goldman Sachs
19
Goldman Sachs
New York
$15.9M +$83.5K +1,102 +0.5%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$15.4M -$460K -6,064 -3%
KeyBank National Association
21
KeyBank National Association
Ohio
$15.3M +$2.24M +29,530 +17%
IA
22
IndexIQ Advisors
New York
$13.9M +$13.5M +178,670 +6,225%
GIA
23
GHP Investment Advisors
Colorado
$13.7M -$115K -1,518 -0.8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.6M +$371K +4,894 +3%
BPB
25
Badgley, Phelps & Bell
Washington
$13.1M +$694K +9,162 +6%