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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$650M -$18.3M -108,202 -3%
BlackRock
2
BlackRock
New York
$312M -$17.4M -102,828 -6%
Northern Trust
3
Northern Trust
Illinois
$199M -$1.53M -9,004 -0.8%
JMPWA
4
JP Morgan Private Wealth Advisors
California
$194M -$9.28M -54,788 -5%
Bank of America
5
Bank of America
North Carolina
$189M -$24.2M -142,607 -12%
P
6
Pitcairn
Pennsylvania
$140M -$2.28M -13,435 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$137M -$6.66M -39,330 -5%
Ameriprise
8
Ameriprise
Minnesota
$121M +$17.5M +103,266 +18%
Goldman Sachs
9
Goldman Sachs
New York
$114M -$21.4M -126,111 -17%
Morgan Stanley
10
Morgan Stanley
New York
$111M -$29.3M -172,793 -22%
UBS Group
11
UBS Group
Switzerland
$104M +$8.07M +47,615 +9%
Truist Financial
12
Truist Financial
North Carolina
$96.2M -$12.7M -74,816 -12%
EK
13
Evensky & Katz
Florida
$94M -$1.73M -10,234 -2%
US Bancorp
14
US Bancorp
Minnesota
$74.4M -$26.8K -158 -0%
LPL Financial
15
LPL Financial
California
$67.5M -$747K -4,409 -1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$63.9M +$891K +5,257 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$59.4M +$4.46M +26,310 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$54.2M -$12.4M -73,477 -20%
GA
19
Geller Advisors
New York
$54M -$10.9M -64,036 -18%
Aviva
20
Aviva
United Kingdom
$53.9M -$2.49M -14,690 -5%
Wells Fargo
21
Wells Fargo
California
$49.2M -$7.07M -41,743 -13%
JP Morgan Chase
22
JP Morgan Chase
New York
$49.2M -$3.25M -19,173 -7%
TFF
23
The Family Firm
Maryland
$42.6M -$501K -2,954 -1%
ST
24
Sentinel Trust
Texas
$40M -$39.2M -231,410 -51%
FWIA
25
Fort Washington Investment Advisors
Ohio
$38.7M -$1.16M -6,818 -3%