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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$131K -$274K -5,340 -68%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$119K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$112K -$13.6K -266 -11%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$84K +$513 +10 +0.6%
Bessemer Group
55
Bessemer Group
New Jersey
$56K +$56.6K +1,104 New
GI
56
Gradient Investments
Minnesota
$47K +$17.9K +349 +62%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$44K
LFG
58
LifePlan Financial Group
Ohio
$32K
SFPG
59
Stonebridge Financial Planning Group
Florida
$26K -$13.8K -270 -36%
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$23K +$23.3K +454 New
AIM
61
Anchor Investment Management
South Carolina
$20.4K +$20.5K +400 New
SFS
62
Sowell Financial Services
Arkansas
$14K +$3.13K +61 +29%
CFGS
63
Concourse Financial Group Securities
Alabama
$11K
JSC
64
Jackson Square Capital
California
$8K +$7.95K +155 New
AF
65
Allworth Financial
California
$8K +$8.1K +158 New
MRCM
66
M&R Capital Management
New Jersey
$6K
AWM
67
Avior Wealth Management
Nebraska
$3K
BlackRock
68
BlackRock
New York
$2K
ASN
69
Advisory Services Network
Georgia
$1K +$1.33K +26 New
APA
70
American Portfolios Advisors
New York
$409
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
-$96K -1,957 Closed
PAG
72
Private Advisor Group
New Jersey
-$85K -1,733 Closed
CCM
73
Cribstone Capital Management
Maine
-$31K -628 Closed
FANJ
74
Financial Architects (New Jersey)
New Jersey
-$7K -152 Closed
KPW
75
Kore Private Wealth
New York
-$7K -148 Closed