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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$15.4M -$2.54M -30,922 -14%
NA
27
NewEdge Advisors
Louisiana
$14M -$626K -7,613 -4%
HBS
28
Howard Bailey Securities
Indiana
$13.9M +$794K +9,646 +6%
KFG
29
Kingdom Financial Group
Arizona
$12.6M -$748K -9,096 -6%
KPWS
30
Kestra Private Wealth Services
Texas
$12.6M +$386K +4,695 +3%
SA
31
Sanctuary Advisors
Indiana
$12.3M +$1.53M +18,541 +14%
Wells Fargo
32
Wells Fargo
California
$11.6M +$510K +6,199 +5%
LI
33
LifeWealth Investments
Florida
$10.6M +$4.55M +55,338 +75%
HGWM
34
Horst & Graben Wealth Management
Oregon
$9.82M -$696K -8,464 -7%
MML Investors Services
35
MML Investors Services
Massachusetts
$9.66M +$4.58M +55,730 +90%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$8.62M -$213K -2,591 -2%
Raymond James Financial
37
Raymond James Financial
Florida
$8.42M +$30.3K +368 +0.4%
SW
38
Simplicity Wealth
New Jersey
$8.13M +$7.16M +87,020 +729%
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$5.8M -$427K -5,187 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.78M +$356K +4,324 +7%
SWM
41
SigFig Wealth Management
California
$5.71M +$5.77M +70,194 New
LAS
42
Legacy Advisory Services
Pennsylvania
$5.65M +$101K +1,232 +2%
GI
43
GLOBALT Investments
Georgia
$5.56M -$41.5K -504 -0.7%
VW
44
Veridan Wealth
Oregon
$5.52M +$888K +10,792 +19%
HighTower Advisors
45
HighTower Advisors
Illinois
$4.7M +$3.35M +40,764 +249%
CWA
46
Centennial Wealth Advisory
Michigan
$4.49M +$4.5M +54,691 New
AWS
47
Atria Wealth Solutions
New York
$4.32M +$4.32M +52,537 New
CAG
48
Csenge Advisory Group
Florida
$4.31M +$37.8K +460 +0.8%
HIA
49
Harbor Investment Advisory
Maryland
$4.12M +$82 +1 +0%
IWC
50
Integrated Wealth Concepts
Massachusetts
$3.45M +$125K +1,514 +4%