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iShares Russell Top 200 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Stronghold Wealth Management
Florida
$541K -$2.88K -16 -0.5%
KPWS
127
Kestra Private Wealth Services
Texas
$537K -$182K -1,012 -26%
PAS
128
PKS Advisory Services
New York
$523K -$303K -1,683 -37%
GWM
129
Geneos Wealth Management
Colorado
$516K
Bank of New York Mellon
130
Bank of New York Mellon
New York
$488K -$101K -564 -18%
SAM
131
Secure Asset Management
Michigan
$454K -$14K -78 -3%
ACM
132
Andina Capital Management
Utah
$447K +$434K +2,415 New
MGIA
133
Moneta Group Investment Advisors
Missouri
$437K +$118K +657 +38%
CCFM
134
Clear Creek Financial Management
Washington
$427K -$138K -765 -25%
Corient Private Wealth
135
Corient Private Wealth
Florida
$427K -$57.2K -318 -12%
MFF
136
Michels Family Financial
Texas
$426K -$4.13K -23 -1%
RA
137
Resolute Advisors
California
$421K +$899 +5 +0.2%
CA
138
Claro Advisors
Massachusetts
$417K +$71.2K +396 +21%
KCM
139
Kendall Capital Management
Maryland
$412K
JWCA
140
J.W. Cole Advisors
Florida
$410K +$398K +2,216 New
HNB
141
Huntington National Bank
Ohio
$408K
TWM
142
TSA Wealth Management
Texas
$406K +$5.93K +33 +2%
EFG
143
Ethos Financial Group
Pennsylvania
$400K -$9.53K -53 -2%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$397K
BFG
145
Bouchey Financial Group
New York
$375K -$36.5K -203 -9%
CIAS
146
Capital Investment Advisory Services
North Carolina
$370K
GJWM
147
Gilliland Jeter Wealth Management
Arkansas
$365K +$354K +1,972 New
TWP
148
Tenet Wealth Partners
Illinois
$361K +$356K +1,980 New
AWMA
149
Arbor Wealth Management (Arizona)
Arizona
$355K +$345K +1,917 New
GG
150
GenWealth Group
New Jersey
$349K -$19.6K -109 -5%