We are live on ! Find out more
IWL icon

iShares Russell Top 200 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
151
Toth Financial Advisory
Virginia
$341K -$64.2K -380 -16%
CIAS
152
Capital Investment Advisory Services
North Carolina
$341K – – –
CWM
153
Cornerstone Wealth Management
Missouri
$308K – – –
SOAMC
154
Spirit of America Management Corp
New York
$299K -$211K -1,250 -42%
OGF
155
Orin Green Financial
California
$299K – – –
MGIA
156
Moneta Group Investment Advisors
Missouri
$291K – – –
YAIA
157
Yanni & Associates Investment Advisors
Pennsylvania
$286K +$283K +1,676 New
NAS
158
NWF Advisory Services
California
$283K -$26.9K -159 -9%
OWA
159
Octavia Wealth Advisors
Ohio
$255K -$8.95K -53 -3%
NAM
160
NTV Asset Management
West Virginia
$254K -$26.4K -156 -9%
CA
161
Crumly & Associates
Illinois
$250K – – –
TA
162
TruWealth Advisors
Louisiana
$248K – – –
MWA
163
Merkkuri Wealth Advisors
New York
$231K -$48.5K -287 -17%
SPIA
164
Steward Partners Investment Advisory
New York
$224K -$13.3K -79 -6%
BCI
165
Brinker Capital Investments
Pennsylvania
$216K -$4.05K -24 -2%
KFS
166
Kelly Financial Services
Massachusetts
$209K +$207K +1,224 New
ISB
167
Iowa State Bank
Iowa
$209K – – –
OIM
168
Orca Investment Management
Oregon
$207K -$5.07K -30 -2%
JWS
169
Juncture Wealth Strategies
Arizona
$201K +$199K +1,177 New
Comerica Bank
170
Comerica Bank
Texas
$200K +$36.2K +214 +22%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$171K – – –
HR
172
Howe & Rusling
New York
$157K +$155K +919 New
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$156K +$46.5K +275 +43%
Jones Financial Companies
174
Jones Financial Companies
Missouri
$132K +$38K +225 +41%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$131K – – –