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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
$949M +$5.84M +247,948 +0.6%
Wells Fargo
2
Wells Fargo
California
$447M +$24.1M +1,024,292 +6%
VA
3
Valmark Advisers
Ohio
$388M +$17.5M +741,388 +5%
Bank of America
4
Bank of America
North Carolina
$357M +$1.81M +76,620 +0.5%
WT
5
Wilmington Trust
Delaware
$253M -$6.05M -256,904 -2%
U
6
UBS
Switzerland
$192M +$6.05M +256,904 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$189M +$4.43M +188,108 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$130M +$4.15M +176,268 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$129M +$21.2M +898,212 +21%
WTIM
10
Wilmington Trust Investment Management
Delaware
$128M +$21.4M +908,180 +21%
WTNA
11
Wilmington Trust National Association
Delaware
$87.5M -$3.43M -145,440 -4%
TT
12
Tiedemann Trust
Delaware
$84.8M +$4.77M +202,424 +6%
SMA
13
Simply Money Advisors
Ohio
$76.9M +$33.6M +1,424,032 +84%
LPL Financial
14
LPL Financial
California
$75.6M +$5.07M +215,144 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$66.3M -$747K -31,696 -1%
SAS
16
Sage Advisory Services
Texas
$61.1M -$1.41M -59,720 -2%
FHB
17
First Hawaiian Bank
Hawaii
$60.6M +$4.09M +173,408 +8%
Axa
18
Axa
France
$54.2M +$15.9M +676,400 +45%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$49.3M +$5.17M +219,348 +12%
HB
20
Homrich & Berg
Georgia
$44M +$920K +39,036 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40.8M +$561K +23,784 +1%
KeyBank National Association
22
KeyBank National Association
Ohio
$37.8M -$3.62M -153,696 -9%
US Bancorp
23
US Bancorp
Minnesota
$34.7M +$3M +127,460 +10%
CCMG
24
Clark Capital Management Group
Pennsylvania
$34.2M +$28M +1,188,516 +603%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$34.2M -$678K -28,768 -2%
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