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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Southport Capital Management
Tennessee
$311K -$21K -346 -7%
SS
52
Simplicity Solutions
Minnesota
$277K -$131M -2,162,039 -100%
MCM
53
MAI Capital Management
Ohio
$253K +$242K +3,977 New
WA
54
WBH Advisory
Maryland
$250K
ACA
55
Anchor Capital Advisors
Massachusetts
$242K
BA
56
Ballast Advisors
Minnesota
$213K
William Blair & Company
57
William Blair & Company
Illinois
$211K
TRCT
58
Tower Research Capital (TRC)
New York
$177K -$396K -6,515 -70%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$138K -$1.52K -25 -1%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$119K
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$106K +$426 +7 +0.4%
FHA
62
First Horizon Advisors
Tennessee
$78K
GWSG
63
GPS Wealth Strategies Group
Colorado
$74K +$71.6K +1,177 New
AWA
64
Arkadios Wealth Advisors
Georgia
$68K +$65.1K +1,070 New
GI
65
Gradient Investments
Minnesota
$58K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$55K
SWM
67
Spire Wealth Management
Virginia
$48K +$46.1K +758 New
CFGS
68
Concourse Financial Group Securities
Alabama
$43K +$15.6K +257 +61%
MAWCM
69
Mine & Arao Wealth Creation & Management
California
$32K +$2.8K +46 +10%
SFPG
70
Stonebridge Financial Planning Group
Florida
$31K
AIM
71
Anchor Investment Management
South Carolina
$25.5K
SFS
72
Sowell Financial Services
Arkansas
$19K +$365 +6 +2%
HI
73
Harbour Investments
Wisconsin
$17K +$16.5K +271 New
MRCM
74
M&R Capital Management
New Jersey
$7K
AWM
75
Avior Wealth Management
Nebraska
$4K +$61 +1 +1%