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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$339K +$328K +6,156 New
DK
27
Darrell & King
Virginia
$319K -$159K -2,975 -34%
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$318K
BCM
29
Brookstone Capital Management
Illinois
$297K -$33.5K -628 -10%
WA
30
WBH Advisory
Maryland
$267K
RJA
31
Raymond James & Associates
Florida
$266K +$6.67K +125 +3%
MI
32
Moneywise Inc
Virginia
$236K -$71.8K -1,346 -24%
AG
33
Advisor Group
Arizona
$231K +$1.07K +20 +0.5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$218K -$52.5K -985 -20%
ACA
35
Anchor Capital Advisors
Massachusetts
$217K
MFW
36
Mosaic Family Wealth
Missouri
$208K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$186K -$22.7K -426 -11%
William Blair & Company
38
William Blair & Company
Illinois
$179K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$159K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$150K -$304K -5,694 -67%
UBS AM
41
UBS AM
Illinois
$149K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$119K
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$103K +$640 +12 +0.6%
CCM
44
Cribstone Capital Management
Maine
$34K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$33K +$213 +4 +0.7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$24K -$30.4K -570 -56%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$8K
MRCM
48
M&R Capital Management
New Jersey
$6K
BlackRock
49
BlackRock
New York
$2K
APA
50
American Portfolios Advisors
New York
$432