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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$544M +$96.3M +872,435 +22%
Bank of America
2
Bank of America
North Carolina
$206M -$23.5M -212,679 -10%
EK
3
Evensky & Katz
Florida
$145M -$4.39M -39,792 -3%
P
4
Pitcairn
Pennsylvania
$114M -$13M -117,735 -10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$99.7M +$72.7M +658,681 +288%
Aviva
6
Aviva
United Kingdom
$83.1M +$8.82M +79,922 +12%
Northern Trust
7
Northern Trust
Illinois
$78.6M -$10.8M -98,120 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$78.5M -$7.3M -66,170 -9%
UCFA
9
United Capital Financial Advisors
Texas
$72.5M +$70.5M +638,277 +8,727%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$67.4M +$1.37M +12,404 +2%
B
11
Barings
North Carolina
$66.5M
Fidelity Investments
12
Fidelity Investments
Massachusetts
$63.2M -$7M -63,445 -10%
Stifel Financial
13
Stifel Financial
Missouri
$59.1M +$58.1M +526,526 New
CAL
14
Capital Analysts LLC
Pennsylvania
$49M -$964K -8,737 -2%
SP
15
Stairway Partners
Illinois
$45.4M -$3.79M -34,323 -8%
BJL
16
Brighton Jones LLC
Washington
$44.7M -$2.2M -19,900 -5%
Morgan Stanley
17
Morgan Stanley
New York
$43.6M -$4.02M -36,412 -9%
Goldman Sachs
18
Goldman Sachs
New York
$37.7M +$2.04M +18,482 +6%
U
19
UBS
Switzerland
$35.5M +$2.03M +18,408 +6%
LPL Financial
20
LPL Financial
California
$33M +$508K +4,604 +2%
TCT
21
TIAA CREF Trust
Missouri
$31.6M +$163K +1,474 +0.5%
US Bancorp
22
US Bancorp
Minnesota
$29.3M -$498K -4,514 -2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$26.3M -$149K -1,350 -0.6%
WRTC
24
Wind River Trust Company
Wyoming
$22.1M -$4.77M -43,236 -18%
PA
25
Planning Alternatives
Michigan
$22M -$1.38M -12,486 -6%