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iShares S&P 500 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$2.41B +$28.2M +657,116 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.62B -$130M -3,027,264 -8%
Wells Fargo
3
Wells Fargo
California
$1.19B +$11.2M +260,724 +1%
Bank of America
4
Bank of America
North Carolina
$982M +$9.53M +221,824 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$735M -$26.5M -616,512 -4%
UBS Group
6
UBS Group
Switzerland
$597M -$9.77M -227,368 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$594M +$556K +12,940 +0.1%
LPL Financial
8
LPL Financial
California
$421M +$25.5M +593,536 +7%
M&T Bank
9
M&T Bank
New York
$389M -$9.21M -214,204 -2%
CM
10
Churchill Management
California
$326M +$8.24M +191,704 +3%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$316M -$193M -4,491,620 -39%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$302M -$8.46M -196,800 -3%
Stifel Financial
13
Stifel Financial
Missouri
$293M -$5.52M -128,340 -2%
Goldman Sachs
14
Goldman Sachs
New York
$252M +$24.4M +568,812 +11%
BlackRock
15
BlackRock
New York
$209M +$439K +10,216 +0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$163M +$5.58M +129,872 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$156M -$5.19M -120,856 -3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$138M +$85.3M +1,983,616 +174%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$134M -$12.9M -299,264 -9%
AG
20
Advisor Group
Arizona
$134M +$66.6M +1,550,448 +106%
HB
21
Homrich & Berg
Georgia
$131M -$1.91M -44,336 -1%
Axa
22
Axa
France
$117M -$2.61M -60,800 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$115M +$3.16M +73,508 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$114M +$1.6M +37,300 +1%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$110M -$7.79M -181,168 -7%