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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Pineridge Advisors
Missouri
$532K +$503K +7,575 New
Osaic Holdings
77
Osaic Holdings
Arizona
$523K -$472K -7,119 -49%
MWM
78
Maripau Wealth Management
Indiana
$522K -$53.1K -800 -10%
SAW
79
Signal Advisors Wealth
Michigan
$498K +$471K +7,097 New
FTUS
80
Flow Traders U.S.
New York
$484K -$109K -1,636 -19%
PFS
81
Prospera Financial Services
Texas
$477K -$59.7K -900 -12%
OWA
82
One Wealth Advisors
California
$437K -$6.1K -92 -1%
GG
83
GenWealth Group
New Jersey
$410K
AWA
84
Arkadios Wealth Advisors
Georgia
$408K +$386K +5,814 New
GT
85
Glenmede Trust
Pennsylvania
$367K
LWL
86
Leo Wealth LLC
Texas
$365K +$328K +4,946 New
JWCA
87
J.W. Cole Advisors
Florida
$357K +$4.38K +66 +1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$356K +$335K +5,053 +38,869%
MCM
89
MAI Capital Management
Ohio
$354K +$70.5K +1,063 +27%
OHIS
90
Oak Harvest Investment Services
Texas
$348K -$55.7K -839 -14%
WA
91
WBH Advisory
Maryland
$344K +$59.8K +902 +23%
MWM
92
Meridian Wealth Management
Kentucky
$341K -$320K -4,829 -50%
CT
93
Colonial Trust
South Carolina
$330K +$217K +3,269 +228%
SS
94
Simplicity Solutions
Minnesota
$325K +$307K +4,633 New
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K
Franklin Resources
96
Franklin Resources
California
$321K -$51.7K -780 -15%
BBHC
97
Brown Brothers Harriman & Co
New York
$320K
OIA
98
OneDigital Investment Advisors
Kansas
$312K -$702K -10,586 -70%
SWM
99
Silverlake Wealth Management
Vermont
$298K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$298K +$20K +301 +8%