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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
$1.13B +$88.7M +3,247,736 +9%
M&T Bank
2
M&T Bank
New York
$624M +$17.5M +639,608 +3%
Wells Fargo
3
Wells Fargo
California
$612M +$51.6M +1,890,472 +9%
Bank of America
4
Bank of America
North Carolina
$474M +$20.2M +740,628 +5%
VA
5
Valmark Advisers
Ohio
$456M -$16.8M -615,788 -4%
UBS Group
6
UBS Group
Switzerland
$293M +$287M +10,504,648 New
Jones Financial Companies
7
Jones Financial Companies
Missouri
$267M +$27M +989,376 +12%
CM
8
Churchill Management
California
$231M +$226M +8,269,740 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$194M +$18M +659,168 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$142M -$3.17M -116,012 -2%
HI
11
Horizon Investments
North Carolina
$128M +$31.9M +1,168,156 +34%
LPL Financial
12
LPL Financial
California
$126M +$18M +659,204 +17%
TT
13
Tiedemann Trust
Delaware
$121M -$17.3M -632,760 -13%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$104M +$48.8M +1,785,172 +92%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$75.4M +$12.8M +469,284 +21%
Stifel Financial
16
Stifel Financial
Missouri
$75.4M +$3.4M +124,340 +5%
Goldman Sachs
17
Goldman Sachs
New York
$73.6M -$1.15M -41,988 -2%
Axa
18
Axa
France
$67.2M +$4.79M +175,200 +8%
FHB
19
First Hawaiian Bank
Hawaii
$66.1M -$6.08M -222,704 -9%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$61.8M -$2.22M -81,152 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$57.3M -$3.17M -116,180 -5%
HB
22
Homrich & Berg
Georgia
$57M -$4.58M -167,644 -8%
SMA
23
Simply Money Advisors
Ohio
$56.8M +$20.2M +739,140 +57%
UCFA
24
United Capital Financial Advisors
Texas
$50.7M -$31.1M -1,138,476 -39%
FIG
25
FundX Investment Group
California
$49.2M +$48.2M +1,765,064 New
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