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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$890K +$154K +1,882 +20%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$790K -$47K -573 -5%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$784K +$152K +1,856 +23%
LRWM
79
Lord & Richards Wealth Management
Colorado
$779K +$809K +9,862 New
SAM
80
Smartleaf Asset Management
Massachusetts
$749K
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$743K
SF
82
Synovus Financial
Georgia
$706K -$71.7K -874 -9%
LAS
83
Lloyd Advisory Services
Georgia
$703K +$8.53K +104 +1%
MAC
84
Mason & Associates (California)
California
$675K
VFG
85
Victory Financial Group
Texas
$666K +$691K +8,427 New
MW
86
MBL Wealth
North Carolina
$664K
PFS
87
Prospera Financial Services
Texas
$635K +$107K +1,300 +19%
PW
88
Peninsula Wealth
California
$628K +$652K +7,951 New
T
89
Transce3nd
Texas
$624K +$648K +7,901 New
DRP
90
Decker Retirement Planning
Utah
$614K +$637K +7,763 New
LTAS
91
Linden Thomas Advisory Services
North Carolina
$594K +$616K +7,518 New
EH
92
Equitable Holdings
New York
$551K +$299K +3,645 +110%
RFG
93
REAP Financial Group
Texas
$532K -$69.6K -849 -11%
SW
94
SMART Wealth
Nebraska
$513K +$169K +2,065 +47%
CWA
95
Clarus Wealth Advisors
Arizona
$504K -$14.1K -172 -3%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$502K +$61.5K +750 +13%
PVI
97
Pine Valley Investments
New Jersey
$489K +$508K +6,193 New
GVAG
98
Great Valley Advisor Group
Delaware
$465K +$115K +1,406 +31%
GG
99
GenWealth Group
New Jersey
$461K
AWA
100
Arkadios Wealth Advisors
Georgia
$459K