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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
26
Global Wealth Management Investment Advisory
Florida
$3.01M -$304K -4,780 -8%
RJA
27
Raymond James & Associates
Florida
$2.73M +$1.12M +17,611 +59%
LPL Financial
28
LPL Financial
California
$2.68M +$91.3K +1,437 +3%
KPWS
29
Kestra Private Wealth Services
Texas
$2.64M +$584K +9,182 +25%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.36M +$28.2K +444 +1%
Citadel Advisors
31
Citadel Advisors
Florida
$2.23M +$110K +1,725 +5%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$2.18M +$766K +12,052 +47%
OC
33
Oppenheimer & Co
New York
$2.07M +$282K +4,435 +14%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.97M -$65.1K -1,025 -3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.49M
PFG
36
Peterson Financial Group
Iowa
$1.39M -$120K -1,890 -7%
Goldman Sachs
37
Goldman Sachs
New York
$1.36M -$747K -11,754 -33%
NC
38
NinePointTwo Capital
California
$1.31M
NA
39
NewEdge Advisors
Louisiana
$1.29M +$1.13M +17,721 +377%
TLFA
40
True Link Financial Advisors
California
$1.27M +$1.4M +22,054 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.15M +$18.9K +298 +2%
BWM
42
Baystate Wealth Management
Massachusetts
$1.08M +$34.3K +539 +3%
KAS
43
Kestra Advisory Services
Texas
$1.04M +$99.7K +1,569 +9%
WPW
44
Waldron Private Wealth
Pennsylvania
$998K
Osaic Holdings
45
Osaic Holdings
Arizona
$972K +$41.5K +653 +4%
CCB
46
Country Club Bank
Missouri
$928K +$35K +550 +4%
JP Morgan Chase
47
JP Morgan Chase
New York
$880K -$9.98K -157 -1%
VVP
48
Venture Visionary Partners
Ohio
$877K
MWM
49
Maripau Wealth Management
Indiana
$821K -$204K -3,202 -20%
CAN
50
Cetera Advisor Networks
California
$784K -$110K -1,728 -11%