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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$322K +$314K +6,121 New
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$309K
MI
28
Moneywise Inc
Virginia
$288K -$256 -5 -0.1%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$263K +$60.9K +1,190 +31%
WA
30
WBH Advisory
Maryland
$260K
RJA
31
Raymond James & Associates
Florida
$252K +$246K +4,799 New
AG
32
Advisor Group
Arizona
$224K -$59.2K -1,156 -21%
ACA
33
Anchor Capital Advisors
Massachusetts
$211K +$206K +4,022 New
MFW
34
Mosaic Family Wealth
Missouri
$203K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$201K +$67K +1,309 +52%
William Blair & Company
36
William Blair & Company
Illinois
$174K +$169K +3,305 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$153K
UBS AM
38
UBS AM
Illinois
$145K -$6.81K -133 -5%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$119K +$87.2K +1,703 +1,980%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$99K +$512 +10 +0.5%
IC
41
Inscription Capital
Texas
$96K
CA
42
Cetera Advisors
Colorado
$87K +$84.6K +1,652 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$54K +$34.4K +671 +193%
CCM
44
Cribstone Capital Management
Maine
$33K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$32K +$31.2K +610 New
CWA
46
Clarus Wealth Advisors
Arizona
$11K
FANJ
47
Financial Architects (New Jersey)
New Jersey
$8K
MRCM
48
M&R Capital Management
New Jersey
$6K
BCMIO
49
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4.2K +82 New
TRCT
50
Tower Research Capital (TRC)
New York
$3K +$3.07K +60 New