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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
151
Daymark Wealth Partners
Ohio
$323K +$310K +4,250 New
BPA
152
Beacon Pointe Advisors
California
$318K -$7.74K -106 -2%
CIA
153
Cape Investment Advisory
Georgia
$291K -$5.26K -72 -2%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$282K -$57.7K -790 -18%
MF
155
Montis Financial
Massachusetts
$281K
IA
156
IFP Advisors
Florida
$279K +$146 +2 +0.1%
LA
157
Lane & Associates
New Jersey
$278K
BHWM
158
Bar Harbor Wealth Management
New Hampshire
$272K
SSWM
159
Strait & Sound Wealth Management
California
$270K -$27.9K -382 -10%
DFA
160
DHK Financial Advisors
New Hampshire
$266K +$256K +3,500 New
FAIM
161
Financial Advocates Investment Management
Washington
$264K +$253K +3,468 New
AHC
162
Adell Harriman & Carpenter
Texas
$254K -$7.3K -100 -3%
EWA
163
Encompass Wealth Advisors
Oregon
$254K
SFG
164
Summit Financial Group
West Virginia
$251K
MAWA
165
Moss Adams Wealth Advisors
Washington
$248K -$619K -8,474 -72%
PAM
166
Palisade Asset Management
Minnesota
$245K
SWA
167
SFMG Wealth Advisors
Texas
$243K +$2.34K +32 +1%
MCWS
168
McKinley Carter Wealth Services
West Virginia
$243K -$6.13K -84 -3%
FC
169
Financial Council
Maryland
$242K
NFSG
170
Newbridge Financial Services Group
Florida
$241K +$83.3K +1,141 +56%
NA
171
NewEdge Advisors
Louisiana
$241K +$224K +3,061 +2,861%
V
172
Veritable
Delaware
$238K -$46.9K -642 -17%
JP Morgan Chase
173
JP Morgan Chase
New York
$230K +$126K +1,724 +133%
LL
174
LWMG LLC
Minnesota
$224K +$584 +8 +0.3%
WI
175
Wintrust Investments
Illinois
$220K