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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$573M +$27.6M +233,999 +5%
Bank of America
2
Bank of America
North Carolina
$211M -$123M -1,045,055 -37%
EK
3
Evensky & Katz
Florida
$150M +$1.01M +8,611 +0.7%
P
4
Pitcairn
Pennsylvania
$111M -$2.85M -24,191 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$110M +$85.8M +728,694 +341%
Northern Trust
6
Northern Trust
Illinois
$85.5M +$3.65M +31,004 +4%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$76.1M +$2.69M +22,795 +4%
Aviva
8
Aviva
United Kingdom
$71.7M -$7.03M -59,631 -9%
U
9
UBS
Switzerland
$69M +$2.93M +24,835 +4%
B
10
Barings
North Carolina
$68.6M -$613K -5,200 -0.9%
Stifel Financial
11
Stifel Financial
Missouri
$63.2M +$776K +6,586 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$58.8M -$9.32M -79,137 -14%
UCFA
13
United Capital Financial Advisors
Texas
$51.9M -$9.85M -83,588 -16%
CAL
14
Capital Analysts LLC
Pennsylvania
$50.4M -$963K -8,174 -2%
TWM
15
Tanglewood Wealth Management
Texas
$48M +$46.8M +397,385 +2,973%
Goldman Sachs
16
Goldman Sachs
New York
$47.7M +$6.56M +55,700 +16%
BJL
17
Brighton Jones LLC
Washington
$41.6M -$1.84M -15,601 -4%
Morgan Stanley
18
Morgan Stanley
New York
$41.4M -$4.86M -41,266 -10%
SP
19
Stairway Partners
Illinois
$38.3M -$8.31M -70,577 -18%
US Bancorp
20
US Bancorp
Minnesota
$38M +$7.47M +63,415 +24%
LPL Financial
21
LPL Financial
California
$33.3M -$320K -2,719 -0.9%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$31.6M +$1.98M +16,832 +7%
TCT
23
TIAA CREF Trust
Missouri
$31.6M -$1.04M -8,867 -3%
CNB
24
City National Bank
Delaware
$29.1M -$112K -954 -0.4%
WRTC
25
Wind River Trust Company
Wyoming
$24M +$71.2K +604 +0.3%