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iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$532M -$9.28M -36,322 -2%
Morgan Stanley
2
Morgan Stanley
New York
$300M +$45.3M +177,372 +17%
Northern Trust
3
Northern Trust
Illinois
$260M -$1.32M -5,161 -0.5%
Bank of America
4
Bank of America
North Carolina
$234M +$5.32M +20,816 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$180M -$2.68M -10,506 -1%
Goldman Sachs
6
Goldman Sachs
New York
$176M +$2.56M +10,029 +1%
BlackRock
7
BlackRock
New York
$136M +$14.6M +57,097 +11%
P
8
Pitcairn
Pennsylvania
$133M -$2.57M -10,074 -2%
Ameriprise
9
Ameriprise
Minnesota
$124M -$67M -262,134 -34%
UBS Group
10
UBS Group
Switzerland
$120M -$6.64M -25,974 -5%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$114M -$46.7M -182,622 -28%
LPL Financial
12
LPL Financial
California
$107M -$75.4K -295 -0.1%
FWM
13
FFT Wealth Management
Pennsylvania
$105M -$15.3K -60 -0%
EK
14
Evensky & Katz
Florida
$103M -$2.54M -9,933 -2%
Corient Private Wealth
15
Corient Private Wealth
Florida
$88.3M +$88.7M +347,103 +185%
LP
16
LGL Partners
Pennsylvania
$74M
TF
17
TLWM Financial
Texas
$70.7M +$8.15M +31,912 +12%
KeyBank National Association
18
KeyBank National Association
Ohio
$70.1M -$2.02M -7,910 -3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$69.9M -$2.29M -8,953 -3%
ST
20
Sentinel Trust
Texas
$64.6M +$287K +1,123 +0.4%
JP Morgan Chase
21
JP Morgan Chase
New York
$63.8M -$16M -62,676 -19%
CG
22
Colony Group
Massachusetts
$58.7M +$2M +7,835 +3%
PP
23
Pegasus Partners
Wisconsin
$58.5M +$2.12M +8,301 +4%
TFF
24
The Family Firm
Maryland
$53.7M -$1.06M -4,164 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$51.8M +$25.7M +100,520 +91%