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iShares Russell 2000 Growth ETF
IWO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$792M +$96M +418,879 +15%
Bank of America
2
Bank of America
North Carolina
$712M -$29.6M -129,193 -4%
B
3
Barings
North Carolina
$343M +$11.5M +50,100 +4%
APF
4
Alaska Permanent Fund
Alaska
$334M +$316M +1,377,698 New
TF
5
TIAA FSB
Florida
$333M -$32.9M -143,334 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$284M +$11.6M +50,625 +5%
CCWM
7
Cassaday & Co Wealth Management
Virginia
$196M +$3.48M +15,177 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$194M -$8.02M -34,979 -4%
Goldman Sachs
9
Goldman Sachs
New York
$189M +$1.58M +6,872 +0.9%
Wells Fargo
10
Wells Fargo
California
$187M -$6.92M -30,188 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$160M +$2.66M +11,582 +2%
CK
12
Cohen Klingenstein
New York
$139M – – –
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$121M +$115M +500,000 New
UBS Group
14
UBS Group
Switzerland
$119M -$3.53M -15,390 -3%
M&T Bank
15
M&T Bank
New York
$112M -$7.22M -31,476 -6%
AllianceBernstein
16
AllianceBernstein
Tennessee
$110M +$873K +3,806 +0.8%
DADC
17
D.A. Davidson & Co
Montana
$107M +$2.46M +10,743 +3%
US Bancorp
18
US Bancorp
Minnesota
$106M -$732K -3,194 -0.7%
Northern Trust
19
Northern Trust
Illinois
$104M +$1.41M +6,164 +1%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$97.8M +$43.6M +190,092 +89%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$95.4M -$4.12M -17,952 -4%
PWM
22
PRW Wealth Management
Massachusetts
$86.6M +$120M +524,997 +27,690%
LPL Financial
23
LPL Financial
California
$85.1M +$774K +3,376 +1%
Financial Engines Advisors
24
Financial Engines Advisors
California
$80.9M -$897K -3,910 -1%
CB
25
Commerce Bank
Missouri
$71.5M -$124K -539 -0.2%
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