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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$624M +$66.1M +416,105 +11%
SIM
2
Strategic Investment Management
Virginia
$482M +$162M +1,022,460 +45%
Bank of America
3
Bank of America
North Carolina
$247M +$105M +658,972 +65%
AQR Capital Management
4
AQR Capital Management
Connecticut
$212M
JMPWA
5
JP Morgan Private Wealth Advisors
California
$207M +$51.9M +326,441 +30%
Northern Trust
6
Northern Trust
Illinois
$147M +$30.5M +191,712 +24%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$142M -$6.75M -42,458 -4%
Morgan Stanley
8
Morgan Stanley
New York
$125M +$55.7M +350,563 +70%
P
9
Pitcairn
Pennsylvania
$124M +$604K +3,800 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$118M -$11.6M -73,116 -8%
Goldman Sachs
11
Goldman Sachs
New York
$96.3M -$41.8M -263,057 -29%
UBS Group
12
UBS Group
Switzerland
$95.1M +$29.1M +183,118 +39%
EK
13
Evensky & Katz
Florida
$93.6M -$1.08M -6,800 -1%
ST
14
Sentinel Trust
Texas
$78.9M +$21.4M +134,387 +33%
RMDI
15
R.M. Davis Inc
Maine
$70M -$1.06M -6,650 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$63.4M +$45.8M +288,362 +202%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$56.9M +$4.97M +31,286 +9%
Wells Fargo
18
Wells Fargo
California
$56.2M +$21.1M +132,550 +53%
LPL Financial
19
LPL Financial
California
$55.8M +$1.28M +8,034 +2%
Aviva
20
Aviva
United Kingdom
$48.8M -$306K -1,923 -0.6%
TF
21
TIAA FSB
Florida
$48.8M +$3.97M +24,982 +8%
JP Morgan Chase
22
JP Morgan Chase
New York
$48.7M +$13.2M +83,007 +33%
RJA
23
Raymond James & Associates
Florida
$47.1M +$45.1M +283,645 +764%
WPW
24
Waldron Private Wealth
Pennsylvania
$40.3M +$33.7M +211,889 +338%
TWM
25
Tanglewood Wealth Management
Texas
$37.3M -$1.84M -11,606 -4%