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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAC
126
Mason & Associates (California)
California
$885K
CFM
127
Compass Financial Management
Florida
$876K +$791K +7,812 New
QCM
128
Quantinno Capital Management
New York
$755K -$14.9K -147 -2%
MCM
129
MAI Capital Management
Ohio
$752K +$312K +3,083 +76%
OIA
130
OneDigital Investment Advisors
Kansas
$740K -$11.5K -114 -2%
OA
131
Operose Advisors
Wisconsin
$698K +$672K +6,639 New
CFP
132
Catalyst Financial Partners
Massachusetts
$686K
CGFA
133
Colton Groome Financial Advisors
North Carolina
$670K +$645K +6,374 New
FA
134
FSA Advisors
Michigan
$670K +$92.5K +914 +17%
GWM
135
Geneos Wealth Management
Colorado
$669K -$226K -2,232 -26%
Franklin Resources
136
Franklin Resources
California
$641K
JWCA
137
J.W. Cole Advisors
Florida
$629K +$605K +5,979 New
GG
138
GenWealth Group
New Jersey
$614K
SL
139
Sentinus LLC
Illinois
$607K +$61.6K +609 +12%
APA
140
Astoria Portfolio Advisors
New York
$601K +$578K +5,715 New
NA
141
Networth Advisors
Pennsylvania
$594K -$20.3K -201 -3%
CWS
142
Confluence Wealth Services
Pennsylvania
$578K
ABTD
143
Arvest Bank Trust Division
Oklahoma
$565K
UBS AM
144
UBS AM
Illinois
$545K -$104K -1,031 -17%
AF
145
Align Financial
Minnesota
$538K +$12.4K +123 +2%
TBA
146
Tower Bridge Advisors
Pennsylvania
$515K
MW
147
MBL Wealth
North Carolina
$505K
EH
148
Equitable Holdings
New York
$502K -$7.59K -75 -2%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$500K
KPWG
150
KFA Private Wealth Group
Virginia
$480K -$58.4K -577 -11%