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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$460K +$452K +7,078 New
GG
77
GenWealth Group
New Jersey
$379K
GI
78
Gradient Investments
Minnesota
$375K +$310K +4,862 +538%
SIS
79
Sound Income Strategies
Florida
$368K -$21.4K -336 -6%
CW
80
CreativeOne Wealth
Kansas
$362K +$59K +924 +20%
Franklin Resources
81
Franklin Resources
California
$347K
JWCA
82
J.W. Cole Advisors
Florida
$323K +$1.85K +29 +0.6%
Jane Street
83
Jane Street
New York
$319K +$51K +800 +19%
Northern Trust
84
Northern Trust
Illinois
$316K +$56.8K +890 +22%
SW
85
SMART Wealth
Nebraska
$303K +$298K +4,670 New
TF
86
TimeScale Financial
Massachusetts
$302K
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$299K
MWM
88
Meridian Wealth Management
Kentucky
$290K
SWM
89
Silverlake Wealth Management
Vermont
$276K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$275K -$15.9K -249 -6%
PFG
91
Pacific Financial Group
Washington
$267K +$2.36K +37 +0.9%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$265K +$261K +4,083 New
MCM
93
MAI Capital Management
Ohio
$258K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$253K
ACA
95
Anchor Capital Advisors
Massachusetts
$247K
SAS
96
SMI Advisory Services
Indiana
$232K +$257K +4,022 New
ASN
97
Advisory Services Network
Georgia
$220K +$217K +3,394 New
BA
98
Ballast Advisors
Minnesota
$217K
William Blair & Company
99
William Blair & Company
Illinois
$215K
CA
100
Continuum Advisory
Idaho
$203K +$199K +3,120 New