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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
$1.2B +$40.3M +1,418,964 +3%
Wells Fargo
2
Wells Fargo
California
$650M +$24.9M +878,768 +4%
M&T Bank
3
M&T Bank
New York
$609M -$27.7M -976,616 -4%
Bank of America
4
Bank of America
North Carolina
$499M +$14.8M +522,264 +3%
VA
5
Valmark Advisers
Ohio
$464M -$1.08M -37,964 -0.2%
UBS Group
6
UBS Group
Switzerland
$308M +$8.92M +314,304 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$289M +$16.6M +585,772 +6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$206M +$7.66M +269,916 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$193M +$47.6M +1,677,544 +33%
CM
10
Churchill Management
California
$174M -$61.2M -2,157,700 -26%
TT
11
Tiedemann Trust
Delaware
$123M +$45K +1,584 +0%
LPL Financial
12
LPL Financial
California
$119M -$8.42M -296,656 -7%
Goldman Sachs
13
Goldman Sachs
New York
$90.2M +$15M +529,332 +20%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$80.5M +$3.45M +121,604 +4%
SMA
15
Simply Money Advisors
Ohio
$78.1M +$20M +704,472 +35%
Axa
16
Axa
France
$72.9M +$4.25M +149,600 +6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$72.7M -$33.1M -1,165,160 -31%
Stifel Financial
18
Stifel Financial
Missouri
$68.8M -$8.21M -289,100 -11%
HI
19
Horizon Investments
North Carolina
$68.5M -$62.2M -2,190,160 -48%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$68.2M +$28M +985,044 +70%
HB
21
Homrich & Berg
Georgia
$61.7M +$3.57M +125,764 +6%
FHB
22
First Hawaiian Bank
Hawaii
$60.7M -$6.81M -239,836 -10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$51.8M -$6.74M -237,460 -12%
UCFA
24
United Capital Financial Advisors
Texas
$50.3M -$1.65M -57,976 -3%
KeyBank National Association
25
KeyBank National Association
Ohio
$50.1M +$3.96M +139,480 +9%
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