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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.11B -$99.6M -1,759,284 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.77B -$90.4M -1,596,308 -5%
Wells Fargo
3
Wells Fargo
California
$1.13B -$53.1M -937,304 -5%
Bank of America
4
Bank of America
North Carolina
$1.04B -$94.3M -1,665,640 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$932M -$54.5M -963,240 -6%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$697M -$50.4M -891,268 -7%
UBS Group
7
UBS Group
Switzerland
$619M -$33.6M -593,436 -5%
Ameriprise
8
Ameriprise
Minnesota
$479M +$2.55M +45,028 +0.5%
Stifel Financial
9
Stifel Financial
Missouri
$446M -$95.3M -1,684,364 -18%
CM
10
Churchill Management
California
$391M -$18.9M -333,484 -5%
M&T Bank
11
M&T Bank
New York
$382M -$8.56M -151,268 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$344M -$13.1M -230,560 -4%
LPL Financial
13
LPL Financial
California
$333M -$135M -2,387,204 -29%
Goldman Sachs
14
Goldman Sachs
New York
$323M -$10.2M -179,448 -3%
BlackRock
15
BlackRock
New York
$285M -$3.15M -55,712 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$266M +$23.7M +419,548 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$183M -$9.79M -172,900 -5%
EH
18
Equitable Holdings
New York
$180M -$6.14M -108,492 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$158M -$11.9M -209,388 -7%
HB
20
Homrich & Berg
Georgia
$154M -$205K -3,624 -0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$154M +$11.7M +206,788 +8%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$153M +$31.2M +551,532 +26%
RFC
23
Regions Financial Corp
Alabama
$151M +$8.38M +147,968 +6%
RJA
24
Raymond James & Associates
Florida
$143M -$4.06M -71,780 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$122M -$1.81M -32,052 -1%
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