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iShares Global 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Secure Asset Management
Michigan
$292K +$74.6K +773 +36%
OIA
202
OneDigital Investment Advisors
Kansas
$290K +$282K +2,922 New
MCWS
203
McKinley Carter Wealth Services
West Virginia
$280K
LFAS
204
Level Four Advisory Services
Texas
$269K +$13.7K +142 +5%
TFF
205
The Family Firm
Maryland
$266K
CPWA
206
Cerro Pacific Wealth Advisors
California
$257K
SAM
207
Silvercrest Asset Management
New York
$255K
CAM
208
Cresset Asset Management
Illinois
$254K
FFWM
209
Future Financial Wealth Management
Ohio
$243K
CIC
210
Carnegie Investment Counsel
Ohio
$241K
M&T Bank
211
M&T Bank
New York
$234K
BCM
212
Beaumont Capital Management
Massachusetts
$233K +$227K +2,347 New
GVAG
213
Great Valley Advisor Group
Delaware
$229K +$223K +2,305 New
DAS
214
Diversify Advisory Services
Utah
$226K
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$222K
WCWM
216
Willow Creek Wealth Management
California
$220K
WA
217
Waverly Advisors
Alabama
$219K -$9.27K -96 -4%
AF
218
Affiance Financial
Minnesota
$219K -$6.57K -68 -3%
GIA
219
Guyasuta Investment Advisors
Pennsylvania
$214K +$208K +2,158 New
WAM
220
WFA Asset Management
Wisconsin
$212K
FGA
221
Fortis Group Advisors
New Jersey
$207K +$202K +2,090 New
OWP
222
Obermeyer Wealth Partners
Colorado
$202K +$196K +2,033 New
DC
223
Darrow Company
Massachusetts
$201K -$17.5K -181 -8%
BIM
224
Breakwater Investment Management
Washington
$197K +$15.6K +162 +9%
AF
225
Allworth Financial
California
$164K -$13.6K -141 -8%