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iShares Russell Top 200 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$213K +$112K +1,188 +119%
CWM
102
Cornerstone Wealth Management
Missouri
$212K +$205K +2,176 New
AAS
103
Avantax Advisory Services
Texas
$207K -$28.7K -305 -13%
SWA
104
SOA Wealth Advisors
New York
$205K +$15K +159 +8%
Stifel Financial
105
Stifel Financial
Missouri
$204K -$275K -2,921 -58%
CIAS
106
Capital Investment Advisory Services
North Carolina
$195K
GWM
107
Geneos Wealth Management
Colorado
$189K -$2.35K -25 -1%
HI
108
Harbour Investments
Wisconsin
$120K -$6.87K -73 -6%
UB
109
UMB Bank
Missouri
$116K -$9.88K -105 -8%
BAM
110
Belpointe Asset Management
Nevada
$93.9K -$3.48K -37 -4%
PTC
111
Private Trust Company
Ohio
$56.2K
PB
112
Pinnacle Bancorp
Nebraska
$53.7K
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$52.2K -$5.83K -62 -10%
SC
114
SouthState Corp
Florida
$48.7K
IA
115
IFP Advisors
Florida
$48.3K -$29.7K -316 -29%
GT
116
Glenmede Trust
Pennsylvania
$22K
NA
117
NewEdge Advisors
Louisiana
$19.9K
PO
118
Private Ocean
California
$16.5K
US Bancorp
119
US Bancorp
Minnesota
$13.8K -$171K -1,813 -93%
TCOV
120
Trust Company of Vermont
Vermont
$9.73K
PA
121
Parallel Advisors
California
$7.59K +$7.34K +78 New
VF
122
VitalStone Financial
Texas
$7K +$564 +6 +11%
BWM
123
Baystate Wealth Management
Massachusetts
$3.41K
FWM
124
Focused Wealth Management
New York
$973
LFG
125
Larson Financial Group
Missouri
$292