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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
SMART Wealth
Nebraska
$360K +$345K +4,426 New
VCM
127
Virtue Capital Management
Tennessee
$354K +$340K +4,360 New
SWM
128
Silverlake Wealth Management
Vermont
$352K +$6.55K +84 +2%
Citigroup
129
Citigroup
New York
$349K +$335K +4,293 New
WIA
130
World Investment Advisors
California
$349K +$335K +4,291 New
LWL
131
Leo Wealth LLC
Texas
$324K -$64K -820 -17%
MWM
132
Meridian Wealth Management
Kentucky
$321K +$308K +3,952 New
SPC
133
Sigma Planning Corp
Michigan
$313K +$301K +3,856 New
CAM
134
Concorde Asset Management
Michigan
$309K +$297K +3,807 New
PCA
135
Pallas Capital Advisors
Massachusetts
$308K
AQR Capital Management
136
AQR Capital Management
Connecticut
$306K
YWM
137
Yoder Wealth Management
California
$304K
MAV
138
Mason & Associates (Virginia)
Virginia
$298K
ACM
139
Absolute Capital Management
Pennsylvania
$296K +$284K +3,640 New
BA
140
Ballast Advisors
Minnesota
$293K
FA
141
FSA Advisors
Michigan
$292K +$37.7K +483 +14%
LSA
142
Lion Street Advisors
Texas
$290K +$278K +3,568 New
GRP
143
Global Retirement Partners
California
$282K +$271K +3,476 New
PFG
144
Pacific Financial Group
Washington
$277K -$23.9K -306 -8%
EH
145
Equitable Holdings
New York
$270K +$390 +5 +0.2%
William Blair & Company
146
William Blair & Company
Illinois
$269K
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$266K -$8.97K -115 -3%
ACA
148
Anchor Capital Advisors
Massachusetts
$262K -$39K -500 -13%
CA
149
Continuum Advisory
Idaho
$259K
ACA
150
Affinity Capital Advisors
California
$254K -$14K -180 -5%