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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$293K – – –
CA
152
Continuum Advisory
Idaho
$292K +$35.3K +429 +14%
Stifel Financial
153
Stifel Financial
Missouri
$273K +$273K +3,323 New
BFA
154
Beaumont Financial Advisors
Massachusetts
$269K -$22.3K -271 -8%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$265K -$3.29K -40 -1%
ACA
156
Anchor Capital Advisors
Massachusetts
$265K – – –
SPC
157
Sigma Planning Corp
Michigan
$262K +$263K +3,194 New
WIA
158
World Investment Advisors
California
$259K +$259K +3,153 New
SWP
159
Sagespring Wealth Partners
Tennessee
$258K – – –
DT
160
Diversified Trust
Tennessee
$258K – – –
Creative Planning
161
Creative Planning
Kansas
$256K +$257K +3,120 New
LEA
162
Legacy Edge Advisors
New York
$251K +$252K +3,059 New
FAIM
163
Financial Advocates Investment Management
Washington
$248K +$249K +3,023 New
KPWG
164
KFA Private Wealth Group
Virginia
$248K +$248K +3,019 New
TC
165
TownSquare Capital
Utah
$243K +$20.8K +253 +9%
MOS
166
MGO One Seven
Ohio
$235K +$235K +2,854 New
LIA
167
LifePlan Investment Advisors
North Carolina
$234K -$7.57K -92 -3%
Cerity Partners
168
Cerity Partners
New York
$217K – – –
CT
169
Colonial Trust
South Carolina
$216K – – –
VCM
170
Virtue Capital Management
Tennessee
$216K +$216K +2,622 New
LSA
171
Lion Street Advisors
Texas
$214K +$214K +2,607 New
MAV
172
Mason & Associates (Virginia)
Virginia
$209K – – –
AWA
173
Alta Wealth Advisors
Massachusetts
$208K -$38.2K -464 -15%
Financial Engines Advisors
174
Financial Engines Advisors
California
$207K +$208K +2,525 New
PFG
175
Pacific Financial Group
Washington
$202K -$20.6K -250 -9%