We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
101
Yoder Wealth Management
California
$286K
ACA
102
Anchor Capital Advisors
Massachusetts
$284K -$5.42K -75 -2%
PFG
103
Pacific Financial Group
Washington
$282K -$7.16K -99 -3%
BA
104
Ballast Advisors
Minnesota
$275K
FA
105
FSA Advisors
Michigan
$261K +$3.69K +51 +2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$258K
William Blair & Company
107
William Blair & Company
Illinois
$252K
CA
108
Continuum Advisory
Idaho
$235K
KAS
109
Kestra Advisory Services
Texas
$233K +$221K +3,049 New
LIA
110
LifePlan Investment Advisors
North Carolina
$215K +$204K +2,822 New
ACA
111
Affinity Capital Advisors
California
$209K +$198K +2,736 New
Osaic Holdings
112
Osaic Holdings
Arizona
$205K -$345K -4,773 -64%
Cerity Partners
113
Cerity Partners
New York
$201K +$190K +2,629 New
FHA
114
First Horizon Advisors
Tennessee
$200K -$5.57K -77 -3%
RFC
115
Regions Financial Corp
Alabama
$200K +$190K +2,623 New
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$176K
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$175K -$103K -1,431 -38%
Franklin Resources
118
Franklin Resources
California
$170K -$169K -2,343 -51%
SIS
119
Sound Income Strategies
Florida
$163K +$2.68K +37 +2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$156K -$1.81K -25 -1%
SC
121
SouthState Corp
Florida
$145K
KFI
122
Key Financial Inc
Pennsylvania
$137K
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$123K +$117K +1,615 New
BFPW
124
BOK Financial Private Wealth
Colorado
$123K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$95.9K -$13.1K -181 -13%