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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$110K -$54.5K -812 -34%
GIA
177
GHP Investment Advisors
Colorado
$109K
PFM
178
Phillips Financial Management
Indiana
$106K -$1.07K -16 -1%
PCA
179
Providence Capital Advisors
North Carolina
$104K +$99.3K +1,478 New
JP Morgan Chase
180
JP Morgan Chase
New York
$91K +$20.1K +300 +30%
TCA
181
Trifecta Capital Advisors
Illinois
$89.3K
William Blair & Company
182
William Blair & Company
Illinois
$86.4K
WTC
183
WhitTier Trust Company
Nevada
$83.4K
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$82.7K
BAAM
185
Baker Avenue Asset Management
California
$70.1K +$67.2K +1,000 New
BTI
186
Blue Trust Inc
Georgia
$51K
AP
187
Advisors Preferred
Maryland
$40.2K +$38.2K +569 New
KM
188
Kalos Management
Georgia
$35.3K
TWA
189
TCI Wealth Advisors
Arizona
$35K +$33.6K +500 New
First Manhattan
190
First Manhattan
New York
$31.5K
GWS
191
Glassman Wealth Services
Virginia
$31.2K
JFG
192
JDM Financial Group
Texas
$28.6K
AWM
193
Ameliora Wealth Management
Switzerland
$28.5K
ACA
194
Aptus Capital Advisors
Alabama
$28K -$74.7K -1,112 -74%
SS
195
Sunbelt Securities
Texas
$27.3K +$26.5K +394 New
GRP
196
Global Retirement Partners
California
$24.2K
MPCG
197
Matrix Private Capital Group
New York
$20.7K
CIAS
198
Capital Investment Advisory Services
North Carolina
$20K
CA
199
Clearstead Advisors
Ohio
$19.5K +$18.7K +278 New
BAM
200
Belpointe Asset Management
Nevada
$17.5K