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iShares Russell Top 200 ETF
IWL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M -$4.25M -23,617 -3%
GC
2
Gilbert & Cook
Iowa
$94M -$1.43M -7,958 -2%
TF
3
Tompkins Financial
New York
$92.7M +$461K +2,566 +0.5%
Bank of America
4
Bank of America
North Carolina
$92.5M -$24M -133,468 -21%
CB
5
Commerce Bank
Missouri
$80.6M +$14.8M +82,429 +23%
Lido Advisors
6
Lido Advisors
California
$75.6M +$6.69M +37,196 +10%
Ameriprise
7
Ameriprise
Minnesota
$73.2M +$7.64M +42,487 +12%
LPL Financial
8
LPL Financial
California
$66.5M -$3.23M -17,975 -5%
GKFF
9
George Kaiser Family Foundation
Oklahoma
$46M +$20.5M +114,051 +85%
PGCM
10
Prescott Group Capital Management
Oklahoma
$46M +$20.5M +114,051 +85%
RIS
11
Richmond Investment Services
Wisconsin
$40.3M -$34.5M -191,746 -47%
RWP
12
Reliant Wealth Planning
Kentucky
$39.8M +$1.47M +8,193 +4%
FL
13
FreeGulliver LLC
Louisiana
$38.8M -$1.09M -6,091 -3%
HCA
14
Heck Capital Advisors
Wisconsin
$37.8M – – –
JP Morgan Chase
15
JP Morgan Chase
New York
$34.3M +$690K +3,836 +2%
SFS
16
Searcy Financial Services
Kansas
$33.1M -$562K -3,129 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$26.2M +$2.65M +14,739 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.5M -$3.19M -17,761 -11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$23.4M -$385K -2,141 -2%
MF
20
Manchester Financial
California
$22.5M +$415K +2,306 +2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$21M +$13M +72,565 +177%
EH
22
Equitable Holdings
New York
$18.3M +$173K +963 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$16.1M -$474K -2,639 -3%
FAT
24
First American Trust
California
$14.2M +$7.88M +43,812 +132%
UBS Group
25
UBS Group
Switzerland
$14M +$908K +5,053 +7%
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