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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
$296M -$7.91M -102,860 -3%
Wells Fargo
2
Wells Fargo
California
$265M -$14.6M -189,754 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$178M +$9.6M +124,854 +6%
Bank of America
4
Bank of America
North Carolina
$162M +$328K +4,260 +0.2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$127M -$4.81M -62,522 -4%
UBS Group
6
UBS Group
Switzerland
$76.7M -$231K -3,002 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$69.7M +$4.78M +62,184 +7%
LPL Financial
8
LPL Financial
California
$63.3M +$61M +793,438 +4,178%
M&T Bank
9
M&T Bank
New York
$60.2M -$4.08M -53,026 -6%
UCFA
10
United Capital Financial Advisors
Texas
$52M +$3.21M +41,742 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$51M +$3.45M +44,928 +7%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$36.7M +$31.4M +408,412 +660%
Stifel Financial
13
Stifel Financial
Missouri
$35.8M +$6.38M +82,970 +22%
Ameriprise
14
Ameriprise
Minnesota
$33.7M -$582K -7,568 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$31.4M -$2.38M -30,952 -7%
BFA
16
Beaumont Financial Advisors
Massachusetts
$26.3M -$302K -3,926 -1%
NFG
17
Noven Financial Group
Colorado
$17.2M +$355K +4,616 +2%
Goldman Sachs
18
Goldman Sachs
New York
$16.5M +$310K +4,036 +2%
KeyBank National Association
19
KeyBank National Association
Ohio
$15.2M -$412K -5,356 -3%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$14.4M -$1.31M -16,996 -8%
GIA
21
GHP Investment Advisors
Colorado
$13.9M -$136K -1,774 -1%
BPB
22
Badgley, Phelps & Bell
Washington
$13.8M +$400K +5,200 +3%
VFA
23
Voya Financial Advisors
Connecticut
$12.9M -$3.52M -45,742 -22%
UB
24
UMB Bank
Missouri
$12.8M +$13.7K +178 +0.1%
NP
25
NorthRock Partners
Minnesota
$12.3M -$260K -3,386 -2%