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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
$3.86B +$45.9M +1,187,190 +1%
Bank of America
2
Bank of America
North Carolina
$2.52B +$80.5M +2,083,330 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.23B +$9.78M +253,165 +0.8%
LPL Financial
4
LPL Financial
California
$1.13B +$72.2M +1,868,120 +7%
Morgan Stanley
5
Morgan Stanley
New York
$1.11B +$36.7M +950,210 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.11B +$102M +2,635,230 +10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.1B +$79.6M +2,059,825 +8%
UBS Group
8
UBS Group
Switzerland
$912M +$25.6M +663,880 +3%
BlackRock
9
BlackRock
New York
$888M +$33.3M +862,800 +4%
EFS
10
Edelman Financial Services
Virginia
$806M -$2.94M -76,160 -0.4%
JP Morgan Chase
11
JP Morgan Chase
New York
$743M -$25.4M -657,085 -3%
Ameriprise
12
Ameriprise
Minnesota
$653M +$199M +5,155,535 +44%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$567M +$62M +1,604,325 +12%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$532M +$15.8M +408,875 +3%
KeyBank National Association
15
KeyBank National Association
Ohio
$450M -$11M -284,935 -2%
RJA
16
Raymond James & Associates
Florida
$445M +$31.4M +811,605 +8%
Northern Trust
17
Northern Trust
Illinois
$428M +$6.5M +168,235 +2%
VA
18
Valmark Advisers
Ohio
$354M -$16.5M -427,670 -4%
Creative Planning
19
Creative Planning
Kansas
$314M -$17.5M -451,850 -5%
CCA
20
Catalyst Capital Advisors
New York
$309M -$17M -439,675 -5%
MRC
21
Millburn Ridgefield Corp
New York
$309M -$17M -439,675 -5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$290M +$20.4M +528,840 +8%
RFC
23
Regions Financial Corp
Alabama
$259M +$137K +3,540 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$237M +$10.8M +279,090 +5%
V
25
Veritable
Delaware
$230M +$6.98M +180,620 +3%