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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.16B +$74.4M +2,156,230 +2%
Bank of America
2
Bank of America
North Carolina
$1.99B +$138M +3,998,325 +8%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.17B -$2.16B -62,590,440 -65%
BlackRock
4
BlackRock
New York
$1.09B +$36.5M +1,058,205 +3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$972M +$65.4M +1,894,155 +7%
Morgan Stanley
6
Morgan Stanley
New York
$915M -$232M -6,728,610 -20%
UBS Group
7
UBS Group
Switzerland
$911M +$121M +3,499,820 +15%
EFS
8
Edelman Financial Services
Virginia
$725M +$13.6M +395,175 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$700M +$174M +5,051,005 +34%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$697M +$80.9M +2,342,445 +13%
LPL Financial
11
LPL Financial
California
$641M +$629M +18,211,840 +8,339%
KeyBank National Association
12
KeyBank National Association
Ohio
$457M -$8.37M -242,575 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$413M -$23.2M -671,200 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$365M +$45.5M +1,316,865 +14%
Northern Trust
15
Northern Trust
Illinois
$363M +$5.15M +149,155 +1%
VA
16
Valmark Advisers
Ohio
$330M -$1.51M -43,620 -0.5%
Goldman Sachs
17
Goldman Sachs
New York
$304M +$175M +5,056,335 +137%
RJA
18
Raymond James & Associates
Florida
$282M +$40.7M +1,179,630 +17%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$233M +$12.8M +371,465 +6%
Ameriprise
20
Ameriprise
Minnesota
$223M +$33M +954,665 +17%
RFC
21
Regions Financial Corp
Alabama
$222M +$3.06M +88,705 +1%
Creative Planning
22
Creative Planning
Kansas
$221M +$240K +6,965 +0.1%
CM
23
Churchill Management
California
$201M +$10.4M +302,295 +6%
AA
24
Alesco Advisors
New York
$186M +$9.99M +289,425 +6%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$180M +$4.29M +124,285 +2%