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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BigSur Wealth Management
Florida
$372K
EWA
152
EP Wealth Advisors
California
$370K +$383K +5,050 New
PWM
153
Perigon Wealth Management
California
$370K +$16.2K +214 +4%
Marshall Wace
154
Marshall Wace
United Kingdom
$366K -$326K -4,303 -46%
WT
155
Whittier Trust
California
$366K
DWP
156
Daymark Wealth Partners
Ohio
$365K +$56K +739 +17%
WCG
157
Weaver Consulting Group
California
$361K
Citadel Advisors
158
Citadel Advisors
Florida
$348K +$361K +4,757 New
GS
159
GTS Securities
Florida
$344K +$356K +4,697 New
W
160
WPWealth
Texas
$338K
BRWA
161
B. Riley Wealth Advisors
Florida
$330K
Bank of New York Mellon
162
Bank of New York Mellon
New York
$320K -$21.1K -279 -6%
BPA
163
Beacon Pointe Advisors
California
$314K +$8.04K +106 +3%
DAS
164
Dynamic Advisor Solutions
Arizona
$313K
CA
165
Continuum Advisory
Idaho
$304K +$314K +4,146 New
CIA
166
Cape Investment Advisory
Georgia
$292K +$12.3K +162 +4%
JWCA
167
J.W. Cole Advisors
Florida
$277K -$70.6K -931 -20%
FAIM
168
Financial Advocates Investment Management
Washington
$271K +$17.7K +234 +7%
MF
169
Montis Financial
Massachusetts
$271K
NA
170
NewEdge Advisors
Louisiana
$269K +$38.3K +505 +16%
LA
171
Lane & Associates
New Jersey
$268K
JP Morgan Chase
172
JP Morgan Chase
New York
$267K +$47.3K +624 +21%
BHWM
173
Bar Harbor Wealth Management
New Hampshire
$261K
SSWM
174
Strait & Sound Wealth Management
California
$260K
AFP
175
Ausdal Financial Partners
Iowa
$260K +$269K +3,544 New