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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$522M -$491K -2,128 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$266M +$47M +203,708 +22%
Northern Trust
3
Northern Trust
Illinois
$255M -$9.08M -39,329 -4%
JMPWA
4
JP Morgan Private Wealth Advisors
California
$254M -$287M -1,242,599 -54%
Bank of America
5
Bank of America
North Carolina
$224M -$42.6M -184,551 -16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$177M -$6.59M -28,531 -4%
Goldman Sachs
7
Goldman Sachs
New York
$161M +$7.47M +32,359 +5%
BlackRock
8
BlackRock
New York
$139M -$2.11M -9,150 -2%
P
9
Pitcairn
Pennsylvania
$135M -$2.49M -10,805 -2%
Ameriprise
10
Ameriprise
Minnesota
$129M -$101M -437,289 -44%
UBS Group
11
UBS Group
Switzerland
$119M -$15.5M -66,980 -12%
EK
12
Evensky & Katz
Florida
$103M -$464K -2,010 -0.5%
LPL Financial
13
LPL Financial
California
$101M -$5.48M -23,730 -5%
FWM
14
FFT Wealth Management
Pennsylvania
$101M +$4.21M +18,249 +4%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$100M +$75.4M +326,864 +327%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$72.3M -$2.96M -12,829 -4%
KeyBank National Association
17
KeyBank National Association
Ohio
$71M -$15M -65,077 -18%
LP
18
LGL Partners
Pennsylvania
$70.9M +$252K +1,093 +0.4%
JP Morgan Chase
19
JP Morgan Chase
New York
$65.5M +$935K +4,049 +1%
ST
20
Sentinel Trust
Texas
$62.7M -$2.29M -9,930 -4%
TF
21
TLWM Financial
Texas
$57.1M +$4.89M +21,205 +10%
CG
22
Colony Group
Massachusetts
$56.1M +$6.58M +28,524 +14%
PP
23
Pegasus Partners
Wisconsin
$54.3M -$1.89M -8,177 -3%
TFF
24
The Family Firm
Maryland
$53M +$1.6M +6,931 +3%
GU
25
Georgetown University
District of Columbia
$51.3M -$5.09M -22,036 -9%