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iShares Russell Top 200 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$106M -$117K -831 -0.1%
Bank of America
2
Bank of America
North Carolina
$94.3M +$4.1M +29,086 +5%
TF
3
Tompkins Financial
New York
$84.8M -$3.22M -22,830 -4%
GC
4
Gilbert & Cook
Iowa
$81.4M +$2.08M +14,790 +3%
RIS
5
Richmond Investment Services
Wisconsin
$57.7M +$27.1M +192,020 +104%
Ameriprise
6
Ameriprise
Minnesota
$54.8M +$1.35M +9,580 +3%
Lido Advisors
7
Lido Advisors
California
$47.4M +$245K +1,736 +0.6%
LPL Financial
8
LPL Financial
California
$40.6M -$3.03M -21,523 -8%
FL
9
FreeGulliver LLC
Louisiana
$36.7M +$2.77M +19,671 +9%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$31.7M -$1.1M -7,798 -4%
RWP
11
Reliant Wealth Planning
Kentucky
$31.3M +$2.54M +18,010 +10%
HCA
12
Heck Capital Advisors
Wisconsin
$31.3M +$23.4M +166,091 +437%
SFS
13
Searcy Financial Services
Kansas
$27.4M +$25.2M +179,041 New
JP Morgan Chase
14
JP Morgan Chase
New York
$26.3M +$530K +3,762 +2%
GKFF
15
George Kaiser Family Foundation
Oklahoma
$20.6M +$6.16M +43,695 +48%
PGCM
16
Prescott Group Capital Management
Oklahoma
$20.6M +$6.16M +43,695 +48%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$19.4M -$147K -1,044 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.6M -$4.22M -29,960 -20%
EH
19
Equitable Holdings
New York
$15.8M -$21.1M -149,788 -59%
KCM
20
KM Capital Management
Texas
$15.3M +$11.1K +79 +0.1%
MF
21
Manchester Financial
California
$14.6M +$5.55M +39,395 +71%
MMA
22
Miracle Mile Advisors
California
$14.3M +$13.2M +93,461 New
WCAMG
23
Woodard & Company Asset Management Group
North Carolina
$14.2M +$27.3K +194 +0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$13M +$2.27M +16,090 +23%
DL
25
DOHJ LLC
Washington
$12.3M -$13.6M -96,365 -51%