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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$469M -$4.61M -20,024 -0.9%
Northern Trust
2
Northern Trust
Illinois
$229M -$9.34M -40,598 -4%
JMPWA
3
JP Morgan Private Wealth Advisors
California
$229M -$16.4M -71,506 -6%
Bank of America
4
Bank of America
North Carolina
$211M +$13.2M +57,352 +6%
Ameriprise
5
Ameriprise
Minnesota
$159M +$50.8M +220,822 +40%
Morgan Stanley
6
Morgan Stanley
New York
$145M -$80.3M -349,226 -33%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$142M -$2.23M -9,709 -1%
BlackRock
8
BlackRock
New York
$141M +$11.7M +51,052 +8%
Goldman Sachs
9
Goldman Sachs
New York
$137M +$1.84M +8,006 +1%
P
10
Pitcairn
Pennsylvania
$129M -$1.55M -6,758 -1%
UBS Group
11
UBS Group
Switzerland
$118M +$4.3M +18,692 +3%
EK
12
Evensky & Katz
Florida
$90.5M -$160K -695 -0.2%
LPL Financial
13
LPL Financial
California
$89.9M +$176K +767 +0.2%
FWM
14
FFT Wealth Management
Pennsylvania
$84.2M +$426K +1,852 +0.5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$63.2M +$2.39M +10,389 +4%
LP
16
LGL Partners
Pennsylvania
$61.8M +$314K +1,365 +0.5%
KeyBank National Association
17
KeyBank National Association
Ohio
$58.4M +$47.6M +207,085 +277%
ST
18
Sentinel Trust
Texas
$56.1M -$6.66M -28,956 -10%
JP Morgan Chase
19
JP Morgan Chase
New York
$54.5M +$1.95M +8,460 +3%
CAM
20
Cresset Asset Management
Illinois
$52.7M -$1.69M -7,357 -3%
GU
21
Georgetown University
District of Columbia
$49.4M +$255K +1,107 +0.5%
TFF
22
The Family Firm
Maryland
$45.4M -$1.25M -5,439 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$44.8M +$16.3M +71,005 +49%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$43.6M +$2.25M +9,786 +5%
PP
25
Pegasus Partners
Wisconsin
$42.8M +$1.62M +7,043 +4%