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iShares Russell Top 200 Value ETF
IWX

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$154M +$77.2M +1,504,585 +100%
FCBT
2
First Citizens Bank & Trust
North Carolina
$139M +$70.3M +1,371,032 +102%
AWM
3
AE Wealth Management
Kansas
$109M +$13.2M +258,229 +14%
SS
4
Simplicity Solutions
Minnesota
$109M +$15.3M +297,366 +16%
TF
5
TIAA FSB
Florida
$100M +$2.44M +47,482 +2%
UBS Group
6
UBS Group
Switzerland
$43.2M -$270K -5,265 -0.6%
HGWM
7
Horst & Graben Wealth Management
Oregon
$33.4M -$7.14M -139,145 -18%
Bank of America
8
Bank of America
North Carolina
$18.3M +$485K +9,459 +3%
Truist Financial
9
Truist Financial
North Carolina
$16.1M +$2.53M +49,245 +19%
WSFS
10
Wilmington Savings Fund Society
Delaware
$11.5M +$1.1M +21,433 +10%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$7.63M +$1.05M +20,396 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.26M +$49.3K +962 +0.7%
CWAG
13
Compton Wealth Advisory Group
Virginia
$6.54M +$5.88M +114,589 +850%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.88M +$179K +3,494 +3%
Ameriprise
15
Ameriprise
Minnesota
$5.24M +$287K +5,605 +6%
HIA
16
Harbor Investment Advisory
Maryland
$3.38M +$326K +6,365 +11%
Morgan Stanley
17
Morgan Stanley
New York
$3.14M -$1.39K -27 -0%
Wells Fargo
18
Wells Fargo
California
$2.61M +$72.4K +1,411 +3%
CAN
19
Cetera Advisor Networks
California
$2.4M +$262K +5,107 +12%
Goldman Sachs
20
Goldman Sachs
New York
$1.96M +$1.97M +38,343 New
Citigroup
21
Citigroup
New York
$1.9M +$51.3K +1,000 +3%
OC
22
Oppenheimer & Co
New York
$1.63M +$9.64K +188 +0.6%
Citadel Advisors
23
Citadel Advisors
Florida
$1.47M +$1.47M +28,727 New
HighTower Advisors
24
HighTower Advisors
Illinois
$1.44M +$166K +3,230 +13%
LPL Financial
25
LPL Financial
California
$1.2M -$171K -3,343 -13%
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