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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
$3.32B +$31.9M +874,445 +0.9%
Bank of America
2
Bank of America
North Carolina
$2.18B -$7.11M -194,855 -0.3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.17B +$126M +3,461,020 +11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.09B +$89.6M +2,456,310 +8%
LPL Financial
5
LPL Financial
California
$1.01B -$38.8M -1,062,345 -3%
Morgan Stanley
6
Morgan Stanley
New York
$1.01B +$51.6M +1,412,990 +5%
BlackRock
7
BlackRock
New York
$916M +$19.2M +525,215 +2%
UBS Group
8
UBS Group
Switzerland
$850M +$39M +1,068,810 +4%
Financial Engines Advisors
9
Financial Engines Advisors
California
$696M +$764M +20,950,310 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$655M -$1.15B -31,394,770 -61%
JP Morgan Chase
11
JP Morgan Chase
New York
$627M -$8.3M -227,360 -1%
Ameriprise
12
Ameriprise
Minnesota
$618M -$5.39M -147,655 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$497M +$23.2M +636,895 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$468M +$671K +18,395 +0.1%
RJA
15
Raymond James & Associates
Florida
$420M +$15.8M +434,305 +4%
Northern Trust
16
Northern Trust
Illinois
$393M +$12.6M +346,010 +3%
KeyBank National Association
17
KeyBank National Association
Ohio
$380M -$244K -6,685 -0.1%
Creative Planning
18
Creative Planning
Kansas
$355M +$99.6M +2,729,105 +34%
CCA
19
Catalyst Capital Advisors
New York
$348M +$51.8M +1,418,565 +16%
MRC
20
Millburn Ridgefield Corp
New York
$348M +$51.8M +1,418,565 +16%
VA
21
Valmark Advisers
Ohio
$313M +$15.2M +417,380 +5%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$278M +$6.66M +182,565 +2%
RFC
23
Regions Financial Corp
Alabama
$249M +$27.6M +757,390 +11%
Goldman Sachs
24
Goldman Sachs
New York
$200M -$3.1M -84,845 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$190M +$15.3M +420,300 +8%