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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Cape Investment Advisory
Georgia
$273K +$262K +3,903 New
V
152
Veritable
Delaware
$265K
MF
153
Montis Financial
Massachusetts
$259K
LA
154
Lane & Associates
New Jersey
$256K
AF
155
Allworth Financial
California
$253K +$3.49K +52 +1%
BHWM
156
Bar Harbor Wealth Management
New Hampshire
$250K
AHC
157
Adell Harriman & Carpenter
Texas
$242K +$232K +3,450 New
TSS
158
Two Sigma Securities
New York
$234K +$225K +3,346 New
EWA
159
Encompass Wealth Advisors
Oregon
$234K
AWM
160
Apollon Wealth Management
South Carolina
$232K -$32K -476 -13%
SFG
161
Summit Financial Group
West Virginia
$232K
MCWS
162
McKinley Carter Wealth Services
West Virginia
$230K -$6.18K -92 -3%
PAM
163
Palisade Asset Management
Minnesota
$226K
FC
164
Financial Council
Maryland
$223K
SWA
165
SFMG Wealth Advisors
Texas
$222K
LL
166
LWMG LLC
Minnesota
$206K +$197K +2,941 New
SFS
167
Sowell Financial Services
Arkansas
$203K +$194K +2,896 New
WI
168
Wintrust Investments
Illinois
$202K +$194K +2,890 New
KTC
169
Kistler-Tiffany Companies
Pennsylvania
$184K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$179K +$15.2K +227 +10%
IA
171
IFP Advisors
Florida
$172K -$76.9K -1,145 -24%
NFSG
172
Newbridge Financial Services Group
Florida
$142K +$38.2K +569 +39%
SCA
173
Stonebridge Capital Advisors
Minnesota
$140K
TFGT
174
TS Financial Group (TSFG)
Illinois
$119K
GWM
175
Geneos Wealth Management
Colorado
$118K