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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waddell & Associates
Tennessee
$342K -$10.5K -83 -3%
RT
227
Rockland Trust
Massachusetts
$341K +$355K +2,815 New
HWM
228
HB Wealth Management
Georgia
$340K +$25.2K +200 +8%
BHBT
229
Burke & Herbert Bank & Trust
Virginia
$330K
RWM
230
Revisor Wealth Management
Ohio
$323K
TSS
231
Two Sigma Securities
New York
$323K -$79.1K -627 -19%
FFWM
232
Future Financial Wealth Management
Ohio
$322K
MCWS
233
McKinley Carter Wealth Services
West Virginia
$321K -$7.82K -62 -2%
SF
234
Symphony Financial
Texas
$319K +$40.1K +318 +13%
RA
235
RiverTree Advisors
Florida
$316K -$31K -246 -9%
DADC
236
D.A. Davidson & Co
Montana
$312K +$111K +883 +52%
SAM
237
Silvercrest Asset Management
New York
$311K
GWM
238
GSB Wealth Management
Connecticut
$311K
DWM
239
Diversify Wealth Management
Utah
$311K +$7.06K +56 +2%
PA
240
PW Advisors
Florida
$311K +$324K +2,567 New
HNB
241
Huntington National Bank
Ohio
$306K
HAG
242
HighPoint Advisor Group
Illinois
$305K +$10.6K +84 +3%
SSWM
243
Strait & Sound Wealth Management
California
$301K +$45.8K +363 +17%
SO
244
Sierra Ocean
California
$300K -$5.55K -44 -2%
MA
245
Montag & Associates
Georgia
$290K
IWP
246
Integrity Wealth Partners
California
$290K +$303K +2,399 New
AFC
247
Avise Financial Cooperative
California
$288K -$7.44K -59 -2%
BFA
248
Bill Few Associates
Pennsylvania
$288K +$85.8K +680 +40%
CAM
249
Cresset Asset Management
Illinois
$284K -$85.7K -679 -22%
GSWM
250
Golden State Wealth Management
California
$281K -$474K -3,761 -62%