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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$665M -$41M -211,815 -6%
Northern Trust
2
Northern Trust
Illinois
$215M -$404K -2,086 -0.2%
JMPWA
3
JP Morgan Private Wealth Advisors
California
$211M +$26.7K +138 +0%
BlackRock
4
BlackRock
New York
$200M -$138M -712,390 -41%
Bank of America
5
Bank of America
North Carolina
$171M -$34.4M -178,036 -17%
Ameriprise
6
Ameriprise
Minnesota
$152M +$19.6M +101,059 +15%
P
7
Pitcairn
Pennsylvania
$149M -$3.31M -17,095 -2%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$146M -$4.74M -24,488 -3%
Goldman Sachs
9
Goldman Sachs
New York
$126M +$2.5M +12,896 +2%
Morgan Stanley
10
Morgan Stanley
New York
$122M +$1.48M +7,624 +1%
UBS Group
11
UBS Group
Switzerland
$108M -$4.9M -25,343 -4%
Truist Financial
12
Truist Financial
North Carolina
$105M +$258K +1,335 +0.2%
EK
13
Evensky & Katz
Florida
$100M -$1.88M -9,696 -2%
LPL Financial
14
LPL Financial
California
$73.2M -$134K -695 -0.2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$70.2M +$715K +3,697 +1%
GA
16
Geller Advisors
New York
$58.7M
HF
17
HRT Financial
New York
$57.7M +$21.4M +110,550 +60%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$52.3M -$12.2M -62,925 -19%
Wells Fargo
19
Wells Fargo
California
$51.3M -$2.17M -11,237 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$51.3M -$7.49M -38,707 -13%
JP Morgan Chase
21
JP Morgan Chase
New York
$50.2M -$2.95M -15,232 -6%
PCP
22
Proficio Capital Partners
Massachusetts
$45.3M +$12.2M +63,262 +38%
TFF
23
The Family Firm
Maryland
$44.9M -$1.43M -7,386 -3%
Aviva
24
Aviva
United Kingdom
$42.7M -$15.8M -81,530 -27%
TF
25
TLWM Financial
Texas
$41.7M +$20.1M +103,953 +92%