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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$854M -$18.4M -834,476 -2%
Wells Fargo
2
Wells Fargo
California
$382M +$11.9M +537,364 +3%
VA
3
Valmark Advisers
Ohio
$335M +$26.3M +1,191,240 +9%
Bank of America
4
Bank of America
North Carolina
$321M +$21.1M +958,152 +7%
WT
5
Wilmington Trust
Delaware
$234M -$9.51M -430,636 -4%
U
6
UBS
Switzerland
$168M +$4.6M +208,188 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$167M +$7.52M +340,628 +5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$114M +$4.19M +189,880 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$96.6M +$12.5M +564,636 +15%
WTIM
10
Wilmington Trust Investment Management
Delaware
$95.6M +$18.4M +833,156 +24%
JP Morgan Chase
11
JP Morgan Chase
New York
$91.6M +$57.1M +2,584,924 +170%
WTNA
12
Wilmington Trust National Association
Delaware
$82.4M +$933K +42,256 +1%
UCFA
13
United Capital Financial Advisors
Texas
$70.8M +$4.96M +224,732 +8%
TT
14
Tiedemann Trust
Delaware
$68.8M +$649K +29,388 +0.9%
LPL Financial
15
LPL Financial
California
$64.6M +$737K +33,368 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$60.7M +$38M +1,723,484 +174%
SAS
17
Sage Advisory Services
Texas
$56.6M +$55.9M +2,532,904 New
SNC
18
Stifel Nicolaus & Co
Missouri
$52.3M +$11.8M +533,840 +30%
FHB
19
First Hawaiian Bank
Hawaii
$51M +$2.52M +114,380 +5%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$39.7M +$6.73M +305,116 +21%
HB
21
Homrich & Berg
Georgia
$39M +$2.95M +133,528 +8%
SMA
22
Simply Money Advisors
Ohio
$37.8M +$4.17M +188,780 +13%
KeyBank National Association
23
KeyBank National Association
Ohio
$37.6M -$2.37M -107,588 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$36.4M +$1.01M +45,660 +3%
Axa
25
Axa
France
$33.9M -$2.72M -123,200 -8%
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