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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
$3.67B +$195M +5,285,375 +6%
Bank of America
2
Bank of America
North Carolina
$2.45B +$135M +3,650,475 +6%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.16B +$77.2M +2,087,900 +7%
Morgan Stanley
4
Morgan Stanley
New York
$1.05B +$26.2M +707,985 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.02B -$50.7M -1,370,485 -5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$908M +$75.7M +2,045,880 +9%
LPL Financial
7
LPL Financial
California
$894M +$101M +2,722,825 +13%
BlackRock
8
BlackRock
New York
$852M +$35.4M +958,430 +4%
UBS Group
9
UBS Group
Switzerland
$851M -$1.42M -38,310 -0.2%
EFS
10
Edelman Financial Services
Virginia
$805M -$478K -12,920 -0.1%
JP Morgan Chase
11
JP Morgan Chase
New York
$781M -$43.3M -1,171,150 -5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$477M +$9.98M +269,750 +2%
KeyBank National Association
13
KeyBank National Association
Ohio
$469M -$17.6M -475,255 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$442M +$36.7M +992,170 +9%
Northern Trust
15
Northern Trust
Illinois
$400M -$1.68M -45,415 -0.4%
VA
16
Valmark Advisers
Ohio
$367M +$6.79M +183,490 +2%
RJA
17
Raymond James & Associates
Florida
$365M +$19.6M +530,975 +6%
Ameriprise
18
Ameriprise
Minnesota
$347M +$44.5M +1,202,085 +15%
CCA
19
Catalyst Capital Advisors
New York
$267M +$81.5M +2,202,660 +46%
MRC
20
Millburn Ridgefield Corp
New York
$267M +$81.5M +2,202,660 +46%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$261M +$4.99M +135,050 +2%
RFC
22
Regions Financial Corp
Alabama
$252M +$1.04M +28,120 +0.4%
Creative Planning
23
Creative Planning
Kansas
$251M +$907K +24,540 +0.4%
V
24
Veritable
Delaware
$209M +$67.8M +1,832,400 +50%
Goldman Sachs
25
Goldman Sachs
New York
$208M -$7.02M -189,940 -3%