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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.3B +$59.8M +1,074,775 +2%
Wells Fargo
2
Wells Fargo
California
$3.15B +$9.6M +172,515 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.9B +$155M +2,781,880 +6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.03B +$60.7M +1,091,160 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.82B +$42.6M +764,715 +2%
LPL Financial
6
LPL Financial
California
$1.75B +$58.6M +1,052,520 +4%
BlackRock
7
BlackRock
New York
$1.69B +$12.2M +219,790 +0.7%
UBS Group
8
UBS Group
Switzerland
$1.27B +$17.6M +315,460 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1B +$22.8M +409,640 +2%
Northern Trust
10
Northern Trust
Illinois
$839M +$36M +646,945 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$821M +$5.55M +99,735 +0.7%
Financial Engines Advisors
12
Financial Engines Advisors
California
$720M -$5.29M -95,120 -0.7%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$706M +$134M +2,416,190 +24%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$677M +$30M +539,700 +5%
RJA
15
Raymond James & Associates
Florida
$673M +$25.4M +456,880 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$611M -$2M -35,940 -0.3%
Ameriprise
17
Ameriprise
Minnesota
$554M +$16M +287,495 +3%
KeyBank National Association
18
KeyBank National Association
Ohio
$533M -$5.31M -95,385 -1%
NMIMC
19
Northwestern Mutual Investment Management Company
Wisconsin
$483M -$2.75M -49,325 -0.6%
Truist Financial
20
Truist Financial
North Carolina
$464M +$1.83M +32,885 +0.4%
Goldman Sachs
21
Goldman Sachs
New York
$454M +$9.38M +168,520 +2%
AA
22
Acorns Advisers
California
$419M +$20.2M +363,350 +5%
RFC
23
Regions Financial Corp
Alabama
$418M +$17.7M +317,210 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$412M +$19.6M +352,045 +5%
Mariner
25
Mariner
Kansas
$399M +$41.4M +744,530 +12%