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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
$124M +$7.68M +45,442 +7%
Bank of America
2
Bank of America
North Carolina
$117M +$10.5M +62,109 +10%
TF
3
Tompkins Financial
New York
$97.5M +$3.09M +18,292 +3%
GC
4
Gilbert & Cook
Iowa
$86.9M -$1.07M -6,354 -1%
RIS
5
Richmond Investment Services
Wisconsin
$67.6M +$1.76M +10,424 +3%
Lido Advisors
6
Lido Advisors
California
$65.2M +$8.35M +49,404 +15%
Ameriprise
7
Ameriprise
Minnesota
$62.6M +$1.49M +8,791 +2%
LPL Financial
8
LPL Financial
California
$48.4M +$3.77M +22,292 +9%
FL
9
FreeGulliver LLC
Louisiana
$37.4M -$3.72M -22,005 -9%
HCA
10
Heck Capital Advisors
Wisconsin
$34.9M +$138K +814 +0.4%
RWP
11
Reliant Wealth Planning
Kentucky
$34M -$419K -2,479 -1%
SFS
12
Searcy Financial Services
Kansas
$30.4M -$83.5K -494 -0.3%
CB
13
Commerce Bank
Missouri
$29.6M +$29.3M +173,607 New
JP Morgan Chase
14
JP Morgan Chase
New York
$26.6M -$1.07M -6,325 -4%
GKFF
15
George Kaiser Family Foundation
Oklahoma
$22.9M – – –
PGCM
16
Prescott Group Capital Management
Oklahoma
$22.9M – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.8M -$1.99M -11,796 -8%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$22.1M -$1.12M -6,618 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$21.1M -$464K -2,745 -2%
MF
20
Manchester Financial
California
$20.2M +$368K +2,178 +2%
EH
21
Equitable Holdings
New York
$17.4M -$147K -870 -0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$17M +$2.26M +13,389 +16%
MMA
23
Miracle Mile Advisors
California
$14M -$396K -2,344 -3%
KCM
24
KM Capital Management
Texas
$13.3M -$2.15M -12,722 -14%
AAS
25
Annex Advisory Services
Wisconsin
$12.9M +$12.8M +75,809 New
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