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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
176
Truist Financial
North Carolina
$298K -$128K -1,678 -31%
AWA
177
Arete Wealth Advisors
Illinois
$298K +$26.5K +346 +10%
CIA
178
Cape Investment Advisory
Georgia
$296K -$23.9K -313 -8%
SSWM
179
Strait & Sound Wealth Management
California
$295K +$9.71K +127 +4%
LA
180
Lane & Associates
New Jersey
$294K
JWCA
181
J.W. Cole Advisors
Florida
$288K -$16K -209 -6%
BHWM
182
Bar Harbor Wealth Management
New Hampshire
$287K
DFA
183
DHK Financial Advisors
New Hampshire
$282K -$268K -3,500 -50%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$282K
AHC
185
Adell Harriman & Carpenter
Texas
$270K
EWA
186
Encompass Wealth Advisors
Oregon
$269K
LFAS
187
Level Four Advisory Services
Texas
$266K +$253K +3,303 New
SFG
188
Summit Financial Group
West Virginia
$262K -$3.82K -50 -2%
PAM
189
Palisade Asset Management
Minnesota
$259K
SWA
190
SFMG Wealth Advisors
Texas
$259K +$1.3K +17 +0.5%
MCWS
191
McKinley Carter Wealth Services
West Virginia
$253K
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$252K +$240K +3,134 New
FC
193
Financial Council
Maryland
$251K -$4.59K -60 -2%
IA
194
IFP Advisors
Florida
$244K -$2.22K -29 -0.9%
LL
195
LWMG LLC
Minnesota
$238K +$306 +4 +0.1%
RWM
196
Revisor Wealth Management
Ohio
$237K +$226K +2,949 New
PFG
197
Peterson Financial Group
Iowa
$231K +$219K +2,865 New
CA
198
Calton & Associates
Florida
$230K +$218K +2,851 New
GWM
199
Geneos Wealth Management
Colorado
$229K +$76.1K +995 +54%
GRP
200
Global Retirement Partners
California
$227K +$96.8K +1,265 +81%