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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$642K +$112K +1,976 +22%
BWM
27
Baystate Wealth Management
Massachusetts
$548K -$5.48K -97 -1%
GG
28
GenWealth Group
New Jersey
$523K
EH
29
Equitable Holdings
New York
$502K +$485K +8,587 New
RJA
30
Raymond James & Associates
Florida
$404K +$112K +1,977 +40%
LAS
31
Lloyd Advisory Services
Georgia
$395K +$382K +6,757 New
PFS
32
Prospera Financial Services
Texas
$360K
TRCT
33
Tower Research Capital (TRC)
New York
$349K -$390K -6,907 -54%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$344K
BCM
35
Brookstone Capital Management
Illinois
$301K -$20.2K -358 -6%
WA
36
WBH Advisory
Maryland
$289K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$280K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$273K +$44.3K +784 +20%
AG
39
Advisor Group
Arizona
$251K -$196K -3,462 -45%
ACA
40
Anchor Capital Advisors
Massachusetts
$235K
MFW
41
Mosaic Family Wealth
Missouri
$226K
BA
42
Ballast Advisors
Minnesota
$195K +$189K +3,338 New
William Blair & Company
43
William Blair & Company
Illinois
$193K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$143K -$57.1K -1,010 -29%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$119K
APA
46
American Portfolios Advisors
New York
$70.7K
SFPG
47
Stonebridge Financial Planning Group
Florida
$44K +$42.7K +755 New
CCM
48
Cribstone Capital Management
Maine
$37K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$37K +$339 +6 +1%
GI
50
Gradient Investments
Minnesota
$33K +$7.06K +125 +28%