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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Silverlake Wealth Management
Vermont
$318K
BOSSRA
102
B.O.S.S. Retirement Advisors
Utah
$292K +$292K +3,904 New
PCA
103
Pallas Capital Advisors
Massachusetts
$292K
AQR Capital Management
104
AQR Capital Management
Connecticut
$282K +$282K +3,768 New
YWM
105
Yoder Wealth Management
California
$280K
ACA
106
Anchor Capital Advisors
Massachusetts
$278K
PFG
107
Pacific Financial Group
Washington
$278K +$1.12K +15 +0.4%
MAV
108
Mason & Associates (Virginia)
Virginia
$274K +$274K +3,662 New
BA
109
Ballast Advisors
Minnesota
$270K
FA
110
FSA Advisors
Michigan
$261K
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$253K
EH
112
Equitable Holdings
New York
$249K +$249K +3,323 New
William Blair & Company
113
William Blair & Company
Illinois
$247K
ACA
114
Affinity Capital Advisors
California
$247K +$42.3K +566 +21%
CA
115
Continuum Advisory
Idaho
$233K
CT
116
Colonial Trust
South Carolina
$230K -$122K -1,635 -35%
OMC
117
Old Mission Capital
Illinois
$217K +$217K +2,900 New
LIA
118
LifePlan Investment Advisors
North Carolina
$213K +$1.79K +24 +0.9%
Osaic Holdings
119
Osaic Holdings
Arizona
$211K +$9.95K +133 +5%
TC
120
TownSquare Capital
Utah
$203K +$203K +2,707 New
NRC
121
New Republic Capital
North Carolina
$175K +$175K +2,340 New
OLVIG
122
Oliver Lagore Vanvalin Investment Group
Michigan
$171K -$972 -13 -0.6%
Franklin Resources
123
Franklin Resources
California
$166K
FHA
124
First Horizon Advisors
Tennessee
$158K -$38.4K -513 -20%
SIS
125
Sound Income Strategies
Florida
$151K -$9.28K -124 -6%