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iShares Russell Top 200 Value ETF
IWX

Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
201
New Millennium Group
Utah
$8K -$8.13K -101 -52%
RF
202
Robinswood Financial
Washington
$7.58K – – –
SPIA
203
Steward Partners Investment Advisory
New York
$6.15K – – –
ACA
204
Aptus Capital Advisors
Alabama
$4.89K +$2.41K +30 +107%
TCOT
205
Trust Company of Toledo
Ohio
$4.04K +$3.86K +48 New
CAM
206
Creekmur Asset Management
Illinois
$69 -$12.6K -157 -99%
CCMG
207
Clark Capital Management Group
Pennsylvania
– -$103M -1,250,520 Closed
BCI
208
Brinker Capital Investments
Pennsylvania
– -$45.5M -553,731 Closed
SWM
209
SigFig Wealth Management
California
– -$5.71M -70,194 Closed
CWA
210
Centennial Wealth Advisory
Michigan
– -$4.49M -54,691 Closed
AWS
211
Atria Wealth Solutions
New York
– -$4.32M -52,537 Closed
PAS
212
Park Avenue Securities
New York
– -$3.41M -41,454 Closed
BRWA
213
B. Riley Wealth Advisors
Florida
– -$3.31M -40,306 Closed
GS
214
GTS Securities
Florida
– -$1.77M -21,554 Closed
KFS
215
Kelly Financial Services
Massachusetts
– -$1.17M -14,295 Closed
GWM
216
Geneos Wealth Management
Colorado
– -$1.13M -13,780 Closed
LRWM
217
Lord & Richards Wealth Management
Colorado
– -$732K -8,908 Closed
IWM
218
Iams Wealth Management
Nebraska
– -$581K -7,064 Closed
OAS
219
Optivise Advisory Services
Tennessee
– -$577K -7,023 Closed
CRI
220
Colonial River Investments
Virginia
– -$516K -6,280 Closed
AFG
221
Atomi Financial Group
New York
– -$483K -5,878 Closed
BFG
222
Beacon Financial Group
Texas
– -$442K -5,376 Closed
AWM
223
Axxcess Wealth Management
California
– -$426K -5,184 Closed
AI
224
Atria Investments
North Carolina
– -$379K -4,609 Closed
BFA
225
Beaumont Financial Advisors
Massachusetts
– -$269K -3,271 Closed
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