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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$496M -$12M -50,825 -2%
JMPWA
2
JP Morgan Private Wealth Advisors
California
$256M +$12.7M +53,568 +5%
Northern Trust
3
Northern Trust
Illinois
$249M +$12.2M +51,537 +5%
Morgan Stanley
4
Morgan Stanley
New York
$228M +$38.6M +163,224 +18%
Bank of America
5
Bank of America
North Carolina
$209M +$14.6M +61,628 +7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$151M +$2.82M +11,929 +2%
Goldman Sachs
7
Goldman Sachs
New York
$143M -$229K -967 -0.1%
P
8
Pitcairn
Pennsylvania
$137M -$6.41M -27,080 -4%
BlackRock
9
BlackRock
New York
$137M -$13.1M -55,517 -8%
UBS Group
10
UBS Group
Switzerland
$120M +$897K +3,787 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$119M -$50.9M -214,976 -28%
EK
12
Evensky & Katz
Florida
$95.2M -$1.69M -7,137 -2%
LPL Financial
13
LPL Financial
California
$94.2M -$1.33M -5,614 -1%
FWM
14
FFT Wealth Management
Pennsylvania
$88.1M +$902K +3,810 +0.9%
ST
15
Sentinel Trust
Texas
$65.2M +$777K +3,282 +1%
LP
16
LGL Partners
Pennsylvania
$64.6M +$204K +863 +0.3%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$64.1M -$1.21M -5,099 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$55.4M -$3.66M -15,468 -6%
CAM
19
Cresset Asset Management
Illinois
$54.2M +$4.81M +20,305 +8%
GU
20
Georgetown University
District of Columbia
$51.7M +$163K +689 +0.3%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$50M +$15.7M +66,261 +40%
TFF
22
The Family Firm
Maryland
$48.8M +$204K +862 +0.4%
William Blair & Company
23
William Blair & Company
Illinois
$46.7M +$4.95M +20,907 +11%
Wells Fargo
24
Wells Fargo
California
$45.4M +$883K +3,727 +2%
CG
25
Colony Group
Massachusetts
$45.4M +$7.28M +30,746 +17%