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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$310M +$136M +1,361,067 +80%
Bank of America
2
Bank of America
North Carolina
$171M +$2.3M +22,945 +1%
EK
3
Evensky & Katz
Florida
$135M +$3.55M +35,429 +3%
P
4
Pitcairn
Pennsylvania
$116M -$508K -5,074 -0.4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$79.4M +$13M +130,060 +20%
UCFA
6
United Capital Financial Advisors
Texas
$70.5M +$2.21M +22,077 +3%
Aviva
7
Aviva
United Kingdom
$66.3M +$195K +1,944 +0.3%
Northern Trust
8
Northern Trust
Illinois
$65.9M +$13.6M +135,422 +26%
B
9
Barings
North Carolina
$60.2M
JMPWA
10
JP Morgan Private Wealth Advisors
California
$52.4M +$3.75M +37,443 +8%
CAL
11
Capital Analysts LLC
Pennsylvania
$45.4M -$2.67M -26,611 -6%
SP
12
Stairway Partners
Illinois
$45.1M -$645K -6,440 -1%
Morgan Stanley
13
Morgan Stanley
New York
$44.6M -$15.7M -156,464 -26%
BJL
14
Brighton Jones LLC
Washington
$44.5M +$6.49M +64,781 +17%
SNC
15
Stifel Nicolaus & Co
Missouri
$43.3M +$9.52M +95,006 +28%
JP Morgan Chase
16
JP Morgan Chase
New York
$28.9M -$2.21M -22,023 -7%
U
17
UBS
Switzerland
$28.6M +$2.59M +25,890 +10%
Goldman Sachs
18
Goldman Sachs
New York
$28.4M +$7.09M +70,722 +34%
TCT
19
TIAA CREF Trust
Missouri
$27.5M +$1.19M +11,875 +5%
US Bancorp
20
US Bancorp
Minnesota
$25.6M +$382K +3,811 +2%
TWM
21
Tanglewood Wealth Management
Texas
$24.7M +$488K +4,868 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$24.2M -$353K -3,522 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$22.8M -$2.15M -21,473 -9%
LPL Financial
24
LPL Financial
California
$21.7M -$198K -1,971 -0.9%
PA
25
Planning Alternatives
Michigan
$20M +$5.16M +51,536 +35%