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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.5M +$18K +272 +1%
PFG
52
Peterson Financial Group
Iowa
$1.45M +$207K +3,118 +18%
BWM
53
Baystate Wealth Management
Massachusetts
$1.42M -$51.5K -777 -4%
AWMNH
54
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M -$79.1K -1,192 -6%
WPW
55
Waldron Private Wealth
Pennsylvania
$1.21M
MCWS
56
McKinley Carter Wealth Services
West Virginia
$1.2M -$1.52M -22,846 -57%
MAC
57
Mason & Associates (California)
California
$1.12M -$22M -331,380 -95%
SEM
58
Strategic Equity Management
Arizona
$1.08M -$8.58M -129,365 -89%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.07M
CCB
60
Country Club Bank
Missouri
$1.06M
VVP
61
Venture Visionary Partners
Ohio
$1.03M +$6.5K +98 +0.7%
Renaissance Technologies
62
Renaissance Technologies
New York
$1M +$723K +10,900 +321%
Mariner
63
Mariner
Kansas
$995K +$140K +2,114 +18%
SB
64
Strategic Blueprint
Georgia
$963K +$911K +13,730 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$929K -$7.23K -109 -0.8%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$805K
M&T Bank
67
M&T Bank
New York
$719K
KBFS
68
Kohmann Bosshard Financial Services
Ohio
$659K
MW
69
MBL Wealth
North Carolina
$639K -$7.96K -120 -1%
PCP
70
Proficio Capital Partners
Massachusetts
$601K -$8.29K -125 -1%
VFG
71
Victory Financial Group
Texas
$585K +$553K +8,337 New
CCG
72
Catalina Capital Group
California
$573K +$542K +8,170 New
LAS
73
Lloyd Advisory Services
Georgia
$547K +$517K +7,792 New
SF
74
Synovus Financial
Georgia
$537K
CWA
75
Clarus Wealth Advisors
Arizona
$534K +$510K +7,693 New