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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
$975M +$15.3M +618,348 +2%
Wells Fargo
2
Wells Fargo
California
$469M +$16.8M +679,684 +4%
VA
3
Valmark Advisers
Ohio
$413M +$20.9M +847,480 +5%
Bank of America
4
Bank of America
North Carolina
$363M +$2.14M +86,444 +0.6%
WT
5
Wilmington Trust
Delaware
$283M +$27.1M +1,097,068 +11%
U
6
UBS
Switzerland
$199M +$5.56M +225,044 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$199M +$7.83M +316,868 +4%
LPL Financial
8
LPL Financial
California
$164M +$86.9M +3,517,316 +115%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$158M +$26.9M +1,087,720 +21%
SAS
10
Sage Advisory Services
Texas
$145M +$82.2M +3,328,060 +135%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$135M +$3.59M +145,296 +3%
WTIM
12
Wilmington Trust Investment Management
Delaware
$131M +$2.1M +84,852 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$120M +$52.4M +2,120,292 +79%
WTNA
14
Wilmington Trust National Association
Delaware
$99.7M +$11.1M +450,888 +13%
SMA
15
Simply Money Advisors
Ohio
$93.4M +$15.5M +626,952 +20%
TT
16
Tiedemann Trust
Delaware
$90.5M +$4.72M +190,892 +6%
UCFA
17
United Capital Financial Advisors
Texas
$87.1M +$85.9M +3,477,552 +30,961%
QA
18
Quantitative Advantage
Minnesota
$64.2M +$63.5M +2,570,616 New
FHB
19
First Hawaiian Bank
Hawaii
$62.7M +$1.41M +57,272 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$56.1M +$14.7M +596,556 +36%
Axa
21
Axa
France
$54.8M – – –
Stifel Financial
22
Stifel Financial
Missouri
$52.1M +$51.5M +2,085,576 New
HB
23
Homrich & Berg
Georgia
$47.1M +$2.56M +103,576 +6%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$43.8M -$5.97M -241,488 -12%
KeyBank National Association
25
KeyBank National Association
Ohio
$38.3M +$121K +4,880 +0.3%
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