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iShares Russell Top 200 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
176
Focus Partners Wealth
Massachusetts
$369K +$73.7K +728 +26%
MWM
177
Meridian Wealth Management
Kentucky
$367K -$2.43K -24 -0.7%
SWM
178
Silverlake Wealth Management
Vermont
$365K -$7.39K -73 -2%
CWP
179
Cyndeo Wealth Partners
Florida
$359K – – –
KJHP
180
K.J. Harrison & Partners
Ontario, Canada
$359K +$345K +3,410 New
MMA
181
Miracle Mile Advisors
California
$351K -$6.58K -65 -2%
KAS
182
Kestra Advisory Services
Texas
$349K +$336K +3,319 New
TAP
183
Tounjian Advisory Partners
Florida
$348K +$335K +3,305 New
LEA
184
Legacy Edge Advisors
New York
$346K -$13.1K -129 -4%
IC
185
IEQ Capital
California
$345K – – –
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$337K +$324K +3,205 New
DI
187
DAGCO Inc
Ohio
$336K +$323K +3,192 New
PCG
188
Prosperity Consulting Group
Maryland
$327K – – –
SWP
189
Sagespring Wealth Partners
Tennessee
$325K – – –
DT
190
Diversified Trust
Tennessee
$323K – – –
1832 Asset Management
191
1832 Asset Management
Ontario, Canada
$320K – – –
PTC
192
Private Trust Company
Ohio
$317K – – –
SPIA
193
Steward Partners Investment Advisory
New York
$316K +$38.8K +383 +15%
LIA
194
LifePlan Investment Advisors
North Carolina
$307K +$20.1K +199 +7%
HCA
195
Heck Capital Advisors
Wisconsin
$305K -$1.24M -12,222 -81%
SPC
196
Sigma Planning Corp
Michigan
$304K -$22K -217 -7%
CW
197
CreativeOne Wealth
Kansas
$304K -$51.5K -509 -15%
GRP
198
Global Retirement Partners
California
$303K +$292K +2,886 New
ATC
199
Argent Trust Co
Tennessee
$297K – – –
MWM
200
Maripau Wealth Management
Indiana
$280K -$4.96K -49 -2%