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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Continuum Advisory
Idaho
$292K +$35.3K +429 +14%
Stifel Financial
152
Stifel Financial
Missouri
$273K +$273K +3,323 New
BFA
153
Beaumont Financial Advisors
Massachusetts
$269K -$22.3K -271 -8%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$265K -$3.29K -40 -1%
ACA
155
Anchor Capital Advisors
Massachusetts
$265K
SPC
156
Sigma Planning Corp
Michigan
$262K +$263K +3,194 New
WIA
157
World Investment Advisors
California
$259K +$259K +3,153 New
SWP
158
Sagespring Wealth Partners
Tennessee
$258K
DT
159
Diversified Trust
Tennessee
$258K
Creative Planning
160
Creative Planning
Kansas
$256K +$257K +3,120 New
LEA
161
Legacy Edge Advisors
New York
$251K +$252K +3,059 New
FAIM
162
Financial Advocates Investment Management
Washington
$248K +$249K +3,023 New
KPWG
163
KFA Private Wealth Group
Virginia
$248K +$248K +3,019 New
TC
164
TownSquare Capital
Utah
$243K +$20.8K +253 +9%
MOS
165
MGO One Seven
Ohio
$235K +$235K +2,854 New
LIA
166
LifePlan Investment Advisors
North Carolina
$234K -$7.57K -92 -3%
Cerity Partners
167
Cerity Partners
New York
$217K
CT
168
Colonial Trust
South Carolina
$216K
VCM
169
Virtue Capital Management
Tennessee
$216K +$216K +2,622 New
LSA
170
Lion Street Advisors
Texas
$214K +$214K +2,607 New
MAV
171
Mason & Associates (Virginia)
Virginia
$209K
AWA
172
Alta Wealth Advisors
Massachusetts
$208K -$38.2K -464 -15%
Financial Engines Advisors
173
Financial Engines Advisors
California
$207K +$208K +2,525 New
PFG
174
Pacific Financial Group
Washington
$202K -$20.6K -250 -9%
GM
175
GeoWealth Management
Illinois
$172K +$16.4K +199 +10%