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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$440M +$97M +913,568 +30%
Bank of America
2
Bank of America
North Carolina
$227M +$38M +357,865 +21%
EK
3
Evensky & Katz
Florida
$147M -$987K -9,304 -0.7%
P
4
Pitcairn
Pennsylvania
$126M -$787K -7,419 -0.6%
Northern Trust
5
Northern Trust
Illinois
$88.3M +$15.5M +145,693 +22%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$84.6M -$2.19M -20,593 -3%
Aviva
7
Aviva
United Kingdom
$73M +$464K +4,369 +0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$69.3M +$65.2M +614,181 +5,019%
B
9
Barings
North Carolina
$65.6M -$297K -2,800 -0.5%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$65M +$7.38M +69,558 +13%
CAL
11
Capital Analysts LLC
Pennsylvania
$49.3M -$371K -3,496 -0.8%
SP
12
Stairway Partners
Illinois
$48.6M -$748K -7,049 -2%
Morgan Stanley
13
Morgan Stanley
New York
$47M -$1.72M -16,206 -4%
BJL
14
Brighton Jones LLC
Washington
$46.2M -$2.44M -22,948 -5%
Goldman Sachs
15
Goldman Sachs
New York
$35.1M +$3.8M +35,773 +13%
U
16
UBS
Switzerland
$33M +$1.6M +15,030 +5%
LPL Financial
17
LPL Financial
California
$32M +$8.3M +78,183 +37%
TCT
18
TIAA CREF Trust
Missouri
$31M +$937K +8,831 +3%
US Bancorp
19
US Bancorp
Minnesota
$29.4M +$1.32M +12,436 +5%
TWM
20
Tanglewood Wealth Management
Texas
$27M -$12.7K -120 -0%
WRTC
21
Wind River Trust Company
Wyoming
$26.5M +$25.4M +239,592 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$26.1M -$342K -3,222 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.3M +$384K +3,615 +2%
PA
24
Planning Alternatives
Michigan
$23.1M +$1.18M +11,093 +6%
MG
25
McCutchen Group
Washington
$20.4M +$4.32M +40,722 +28%