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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
$326M +$11.3M +168,434 +4%
FCBT
2
First Citizens Bank & Trust
North Carolina
$299M +$10.5M +156,128 +4%
TF
3
TIAA FSB
Florida
$267M +$34.4M +511,619 +14%
AWM
4
AE Wealth Management
Kansas
$158M -$14.1M -210,120 -8%
Truist Financial
5
Truist Financial
North Carolina
$35.7M -$514K -7,641 -1%
HGWM
6
Horst & Graben Wealth Management
Oregon
$21.4M -$756K -11,245 -3%
WSFS
7
Wilmington Savings Fund Society
Delaware
$19.4M +$1.22M +18,172 +7%
UBS Group
8
UBS Group
Switzerland
$17.9M +$59.4K +884 +0.3%
MML Investors Services
9
MML Investors Services
Massachusetts
$12.9M +$1.81M +26,961 +16%
Bank of America
10
Bank of America
North Carolina
$11.6M +$1.17M +17,422 +11%
CWAG
11
Compton Wealth Advisory Group
Virginia
$11M +$1.58M +23,439 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.3M +$419K +6,229 +4%
Morgan Stanley
13
Morgan Stanley
New York
$7.9M +$517K +7,682 +7%
GWMIA
14
Global Wealth Management Investment Advisory
Florida
$7.71M -$1.47M -21,787 -16%
Goldman Sachs
15
Goldman Sachs
New York
$7.02M +$5.49M +81,597 +322%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6M -$1.72M -25,585 -22%
Wells Fargo
17
Wells Fargo
California
$5.78M +$208K +3,087 +4%
Ameriprise
18
Ameriprise
Minnesota
$4.58M +$81K +1,205 +2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$4.23M +$4.33M +64,406 New
HIA
20
Harbor Investment Advisory
Maryland
$3.9M -$480K -7,140 -11%
Citadel Advisors
21
Citadel Advisors
Florida
$2.7M +$896K +13,322 +48%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.51M +$68.5K +1,019 +3%
LPL Financial
23
LPL Financial
California
$2.34M +$358K +5,329 +18%
OC
24
Oppenheimer & Co
New York
$2.19M +$12.4K +185 +0.6%
Citigroup
25
Citigroup
New York
$1.99M – – –
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