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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$252K -$63.3K -690 -21%
TW
202
TritonPoint Wealth
Maryland
$250K +$237K +2,585 New
SAM
203
Silvercrest Asset Management
New York
$248K
CAM
204
Cresset Asset Management
Illinois
$248K
Millennium Management
205
Millennium Management
New York
$247K -$10.9K -119 -4%
FFWM
206
Future Financial Wealth Management
Ohio
$237K
CIC
207
Carnegie Investment Counsel
Ohio
$235K
M&T Bank
208
M&T Bank
New York
$228K
WA
209
Waverly Advisors
Alabama
$223K +$212K +2,309 New
DAS
210
Diversify Advisory Services
Utah
$223K +$205K +2,237 New
AF
211
Affiance Financial
Minnesota
$219K -$15.5K -169 -7%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$216K
WCWM
213
Willow Creek Wealth Management
California
$214K +$203K +2,219 New
DC
214
Darrow Company
Massachusetts
$213K +$202K +2,204 New
SAM
215
Secure Asset Management
Michigan
$210K +$199K +2,170 New
BAM
216
Belpointe Asset Management
Nevada
$209K +$199K +2,165 New
WAM
217
WFA Asset Management
Wisconsin
$207K +$1.28K +14 +0.7%
WPC
218
Wedmont Private Capital
Pennsylvania
$201K +$185K +2,019 New
BIM
219
Breakwater Investment Management
Washington
$177K
AF
220
Allworth Financial
California
$173K
CAS
221
Coppell Advisory Solutions
Texas
$163K +$155K +1,688 New
PS
222
Principal Securities
Iowa
$149K -$20.6K -225 -13%
TFGT
223
TS Financial Group (TSFG)
Illinois
$145K
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$134K +$73.4K +800 +145%
S
225
SignatureFD
Georgia
$122K