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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$662M -$25.5M -94,154 -4%
JMPWA
2
JP Morgan Private Wealth Advisors
California
$385M +$83.9M +309,566 +29%
Northern Trust
3
Northern Trust
Illinois
$327M +$34.8M +128,651 +12%
Bank of America
4
Bank of America
North Carolina
$288M +$53.3M +196,768 +23%
Morgan Stanley
5
Morgan Stanley
New York
$245M +$39.9M +147,324 +20%
Ameriprise
6
Ameriprise
Minnesota
$214M -$4.91M -18,115 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$199M +$1.18M +4,343 +0.6%
BlackRock
8
BlackRock
New York
$188M -$75.7M -279,502 -29%
P
9
Pitcairn
Pennsylvania
$187M -$4.88M -18,010 -3%
Goldman Sachs
10
Goldman Sachs
New York
$175M -$2.98M -11,006 -2%
UBS Group
11
UBS Group
Switzerland
$154M -$1.95M -7,210 -1%
LPL Financial
12
LPL Financial
California
$142M +$4.75M +17,529 +4%
EK
13
Evensky & Katz
Florida
$125M -$2.19M -8,090 -2%
FWM
14
FFT Wealth Management
Pennsylvania
$111M +$8.99M +33,185 +9%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$108M -$2.59M -9,560 -2%
ST
16
Sentinel Trust
Texas
$87.4M +$4.23M +15,622 +5%
AFIMH
17
American Family Insurance Mutual Holding
Wisconsin
$87.1M +$85M +313,911 New
LP
18
LGL Partners
Pennsylvania
$82M +$80.1M +295,601 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$78M -$10.6M -39,027 -12%
JP Morgan Chase
20
JP Morgan Chase
New York
$72.9M +$151K +558 +0.2%
CAM
21
Cresset Asset Management
Illinois
$68M +$14.6M +53,978 +28%
Wells Fargo
22
Wells Fargo
California
$67.3M -$15.9M -58,786 -20%
TFF
23
The Family Firm
Maryland
$62.6M -$981K -3,623 -2%
TF
24
TLWM Financial
Texas
$57.2M +$504K +1,859 +0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$55.4M +$1.47M +5,436 +3%