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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$602K +$1.74K +32 +0.3%
BWM
27
Baystate Wealth Management
Massachusetts
$518K +$112K +2,054 +28%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$493K +$489K +9,004 New
GG
29
GenWealth Group
New Jersey
$489K
AG
30
Advisor Group
Arizona
$425K +$188K +3,462 +81%
Franklin Resources
31
Franklin Resources
California
$400K +$396K +7,296 New
PFS
32
Prospera Financial Services
Texas
$337K
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$322K
BCM
34
Brookstone Capital Management
Illinois
$302K +$869 +16 +0.3%
DK
35
Darrell & King
Virginia
$274K -$48.9K -900 -15%
WA
36
WBH Advisory
Maryland
$271K
RJA
37
Raymond James & Associates
Florida
$270K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$263K +$102K +1,870 +64%
CW
39
CreativeOne Wealth
Kansas
$241K +$239K +4,398 New
GM
40
GeoWealth Management
Illinois
$241K +$239K +4,398 New
ACA
41
Anchor Capital Advisors
Massachusetts
$220K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$213K -$8.2K -151 -4%
MFW
43
Mosaic Family Wealth
Missouri
$211K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$192K +$5.76K +106 +3%
William Blair & Company
45
William Blair & Company
Illinois
$181K
UBS AM
46
UBS AM
Illinois
$151K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$119K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$105K +$706 +13 +0.7%
APA
49
American Portfolios Advisors
New York
$66.2K +$65.2K +1,200 +15,000%
CCM
50
Cribstone Capital Management
Maine
$34K