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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
$3.99B +$2.94M +73,210 +0.1%
Bank of America
2
Bank of America
North Carolina
$2.65B +$44.8M +1,113,460 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.06B +$910M +22,632,820 +79%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.28B +$2.09M +51,880 +0.2%
LPL Financial
5
LPL Financial
California
$1.27B +$109M +2,701,090 +9%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.22B +$84.5M +2,101,455 +7%
Morgan Stanley
7
Morgan Stanley
New York
$1.16B +$10.8M +267,915 +0.9%
BlackRock
8
BlackRock
New York
$1.09B +$171M +4,261,415 +19%
UBS Group
9
UBS Group
Switzerland
$988M +$45M +1,118,755 +5%
Ameriprise
10
Ameriprise
Minnesota
$887M +$83.4M +2,075,295 +12%
EFS
11
Edelman Financial Services
Virginia
$834M +$766K +19,060 +0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$769M +$678K +16,875 +0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$577M -$8.6M -214,080 -1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$566M +$16.2M +403,325 +3%
RJA
15
Raymond James & Associates
Florida
$492M +$31.7M +789,290 +7%
Northern Trust
16
Northern Trust
Illinois
$462M +$19.6M +486,980 +4%
KeyBank National Association
17
KeyBank National Association
Ohio
$460M -$4.84M -120,450 -1%
CCA
18
Catalyst Capital Advisors
New York
$365M +$45.4M +1,129,985 +14%
MRC
19
Millburn Ridgefield Corp
New York
$365M +$45.4M +1,129,985 +14%
VA
20
Valmark Advisers
Ohio
$362M -$3.66M -91,075 -1%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$330M +$30.3M +754,720 +10%
Creative Planning
22
Creative Planning
Kansas
$321M -$3.48M -86,525 -1%
RFC
23
Regions Financial Corp
Alabama
$272M +$4.47M +111,140 +2%
Goldman Sachs
24
Goldman Sachs
New York
$246M +$1.09M +27,160 +0.4%
V
25
Veritable
Delaware
$240M +$2.62M +65,230 +1%