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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$374K +$17.6K +266 +5%
MPWT
52
MassMutual Private Wealth & Trust
Connecticut
$332K -$162K -2,437 -33%
WF
53
Welch & Forbes
Massachusetts
$332K -$162K -2,437 -33%
PFG
54
Pacific Financial Group
Washington
$321K -$50.2K -757 -14%
SCM
55
Southport Capital Management
Tennessee
$319K -$5.3K -80 -2%
MCM
56
MAI Capital Management
Ohio
$264K
WA
57
WBH Advisory
Maryland
$263K
SS
58
Simplicity Solutions
Minnesota
$261K -$28K -422 -10%
ACA
59
Anchor Capital Advisors
Massachusetts
$252K
William Blair & Company
60
William Blair & Company
Illinois
$220K
CWM
61
Curi Wealth Management
North Carolina
$213K +$213K +3,217 New
MI
62
Moneywise Inc
Virginia
$206K +$206K +3,102 New
CA
63
Continuum Advisory
Idaho
$203K +$202K +3,051 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$203K +$202K +3,052 New
Northern Trust
65
Northern Trust
Illinois
$201K +$201K +3,025 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$200K +$200K +3,015 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$169K +$25K +377 +17%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$159K +$101K +1,527 +177%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$119K
BA
70
Ballast Advisors
Minnesota
$111K -$110K -1,665 -50%
ASN
71
Advisory Services Network
Georgia
$102K +$102K +1,537 New
GI
72
Gradient Investments
Minnesota
$83K +$22.5K +339 +37%
FHA
73
First Horizon Advisors
Tennessee
$82K
GWSG
74
GPS Wealth Strategies Group
Colorado
$78K
AWA
75
Arkadios Wealth Advisors
Georgia
$71K +$265 +4 +0.4%