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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
26
Stairway Partners
Illinois
$25.4M +$368K +3,214 +2%
Ameriprise
27
Ameriprise
Minnesota
$24.7M +$1.55M +13,541 +7%
Stifel Financial
28
Stifel Financial
Missouri
$23.5M -$29.7M -259,695 -57%
MG
29
McCutchen Group
Washington
$23.4M +$4.93M +43,075 +29%
GAG
30
GM Advisory Group
New York
$22.1M -$3.24M -28,297 -13%
Wells Fargo
31
Wells Fargo
California
$21.7M -$2.96M -25,843 -13%
JP Morgan Chase
32
JP Morgan Chase
New York
$19.6M -$25.1K -219 -0.1%
WRTC
33
Wind River Trust Company
Wyoming
$19.1M – – –
OBWP
34
O'Brien Wealth Partners
Massachusetts
$18.9M +$17.9M +156,735 New
CB
35
Commerce Bank
Missouri
$18.4M +$112K +975 +0.6%
TWM
36
Tanglewood Wealth Management
Texas
$18.2M -$44.8M -391,719 -72%
BP
37
Ballentine Partners
Massachusetts
$16.6M +$1.7M +14,834 +12%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$16.5M -$3.38M -29,564 -18%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$15.5M +$1.04M +9,097 +8%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$15.1M -$5.81M -50,810 -29%
UBS AM
41
UBS AM
Illinois
$13.6M – – –
TI
42
Truepoint Inc
Ohio
$13.4M +$10.5M +92,103 +497%
Brown Advisory
43
Brown Advisory
Maryland
$13.3M +$623K +5,449 +5%
BAAM
44
Baker Avenue Asset Management
California
$13.2M +$3.2M +27,969 +34%
CIG
45
Consolidated Investment Group
Colorado
$12.8M – – –
Neuberger Berman Group
46
Neuberger Berman Group
New York
$11.7M -$1.6M -13,988 -13%
CFGF
47
Compass Financial Group (Florida)
Florida
$11.3M -$237K -2,069 -2%
DPI
48
Diversified Portfolios Inc
Michigan
$11.2M +$7.42M +64,900 +231%
AB
49
Amalgamated Bank
New York
$11.1M +$8.15M +71,228 +349%
ST
50
Sentinel Trust
Texas
$10.8M +$1.66M +14,517 +19%
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