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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$687M -$46.1M -365,943 -6%
Bank of America
2
Bank of America
North Carolina
$215M +$32.8M +260,370 +18%
EK
3
Evensky & Katz
Florida
$153M -$4.74M -37,686 -3%
P
4
Pitcairn
Pennsylvania
$104M -$6.74M -53,544 -6%
Northern Trust
5
Northern Trust
Illinois
$102M -$4.8M -38,108 -4%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$80.8M -$1.58M -12,571 -2%
TWM
7
Tanglewood Wealth Management
Texas
$79.5M +$18.9M +149,984 +31%
UBS Group
8
UBS Group
Switzerland
$73.8M -$25.8M -205,280 -26%
Aviva
9
Aviva
United Kingdom
$65.5M -$3.27M -25,962 -5%
B
10
Barings
North Carolina
$62.3M -$1.62M -12,900 -3%
Stifel Financial
11
Stifel Financial
Missouri
$51.4M +$12.1M +95,796 +30%
RMDI
12
R.M. Davis Inc
Maine
$49.3M +$59.9K +476 +0.1%
CAL
13
Capital Analysts LLC
Pennsylvania
$47.9M -$8.24M -65,476 -14%
Morgan Stanley
14
Morgan Stanley
New York
$40.1M +$43.4K +345 +0.1%
LPL Financial
15
LPL Financial
California
$38.6M -$2.82M -22,382 -7%
Goldman Sachs
16
Goldman Sachs
New York
$38.5M -$31M -246,457 -44%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$36.2M -$10.8M -85,548 -23%
BJL
18
Brighton Jones LLC
Washington
$34.6M -$3.12M -24,779 -8%
UCFA
19
United Capital Financial Advisors
Texas
$34.2M -$3.28M -26,051 -9%
TCT
20
TIAA CREF Trust
Missouri
$33.2M -$482K -3,827 -1%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$31.3M +$32.9K +261 +0.1%
US Bancorp
22
US Bancorp
Minnesota
$30.6M -$263K -2,087 -0.8%
GAG
23
GM Advisory Group
New York
$30.4M +$27.6K +219 +0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$27.9M -$519K -4,120 -2%
SP
25
Stairway Partners
Illinois
$26.3M -$145K -1,152 -0.5%