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iShares Russell Top 200 Value ETF
IWX

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$59.4M -$4.77M -93,193 -8%
SS
2
Simplicity Solutions
Minnesota
$36.2M +$34.5M +672,660 +4,202%
AWM
3
AE Wealth Management
Kansas
$35.8M +$34.1M +665,067 +4,155%
Wells Fargo
4
Wells Fargo
California
$31.8M -$1.72M -33,601 -5%
PFG
5
Pacific Financial Group
Washington
$26.2M +$2.24M +43,671 +10%
TF
6
TIAA FSB
Florida
$19.7M +$19.2M +374,168 New
Bank of America
7
Bank of America
North Carolina
$14.8M +$419K +8,189 +3%
LPL Financial
8
LPL Financial
California
$14.2M +$7.42M +144,912 +115%
Truist Financial
9
Truist Financial
North Carolina
$14M -$2.96M -57,768 -18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.42M +$112K +2,186 +2%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$6.17M +$261K +5,102 +5%
Ameriprise
12
Ameriprise
Minnesota
$5.39M +$1.07M +20,839 +25%
Morgan Stanley
13
Morgan Stanley
New York
$3.79M -$3.2M -62,550 -46%
M&T Bank
14
M&T Bank
New York
$2.21M – – –
SCM
15
Sterling Capital Management
North Carolina
$1.73M +$1.69M +32,960 New
MML Investors Services
16
MML Investors Services
Massachusetts
$1.29M +$1.26M +24,531 New
WSFS
17
Wilmington Savings Fund Society
Delaware
$1.07M +$262K +5,115 +33%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.07M -$16K -313 -2%
CAN
19
Cetera Advisor Networks
California
$857K +$452K +8,818 +118%
Citigroup
20
Citigroup
New York
$810K +$9.78K +191 +1%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$669K -$40.8K -796 -6%
GG
22
GenWealth Group
New Jersey
$475K – – –
DK
23
Darrell & King
Virginia
$467K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$445K +$265K +5,181 +158%
BWM
25
Baystate Wealth Management
Massachusetts
$397K -$15.8K -309 -4%
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