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iShares Russell 3000 ETF
IWV

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$655M +$24.8M +204,977 +4%
Bank of America
2
Bank of America
North Carolina
$196M -$1.77M -14,603 -0.8%
EK
3
Evensky & Katz
Florida
$137M -$4.22M -34,874 -3%
Northern Trust
4
Northern Trust
Illinois
$97.7M +$3.93M +32,500 +4%
P
5
Pitcairn
Pennsylvania
$95.3M +$123K +1,017 +0.1%
AQR Capital Management
6
AQR Capital Management
Connecticut
$90.6M +$96.3M +795,665 New
TWM
7
Tanglewood Wealth Management
Texas
$80.8M +$8.22M +67,931 +11%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$74.5M +$291K +2,401 +0.4%
UBS Group
9
UBS Group
Switzerland
$66.7M -$1.22M -10,094 -2%
Aviva
10
Aviva
United Kingdom
$59.6M -$599K -4,949 -0.9%
Stifel Financial
11
Stifel Financial
Missouri
$59.4M +$12.7M +105,226 +25%
B
12
Barings
North Carolina
$57.2M – – –
RMDI
13
R.M. Davis Inc
Maine
$45.2M – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$40.5M +$43.1M +355,854 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$39.3M +$6.45M +53,291 +18%
UCFA
16
United Capital Financial Advisors
Texas
$39M +$8.06M +66,547 +24%
LPL Financial
17
LPL Financial
California
$36.4M -$375K -3,094 -1%
Morgan Stanley
18
Morgan Stanley
New York
$34.6M -$2.33M -19,213 -6%
Goldman Sachs
19
Goldman Sachs
New York
$33.9M -$1.51M -12,471 -4%
BJL
20
Brighton Jones LLC
Washington
$32.6M +$841K +6,944 +2%
TCT
21
TIAA CREF Trust
Missouri
$30.4M -$90.7K -749 -0.3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$28.8M +$138K +1,142 +0.5%
US Bancorp
23
US Bancorp
Minnesota
$28.5M +$421K +3,480 +1%
CAL
24
Capital Analysts LLC
Pennsylvania
$25.7M -$19.4M -160,383 -42%
GAG
25
GM Advisory Group
New York
$24.7M -$3.49M -28,866 -12%
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