We are live on ! Find out more
OEF icon

iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
251
Strategic Wealth Partners Group
Illinois
$696K
B
252
Bellecapital
Switzerland
$691K
DAS
253
Dynamic Advisor Solutions
Arizona
$667K -$373K -1,762 -37%
LW
254
Linscomb Wealth
Texas
$662K
NAMM
255
NorthStar Asset Management (Massachusetts)
Massachusetts
$660K -$16.1K -76 -2%
SHA
256
Seneca House Advisors
Virginia
$651K -$10.4K -49 -2%
MWP
257
Madison Wealth Partners
Wisconsin
$650K +$12.7K +60 +2%
FAT
258
First American Trust
California
$645K +$10.4K +49 +2%
SW
259
SkyOak Wealth
Michigan
$632K
GC
260
Grimes & Company
Massachusetts
$632K +$40.3K +190 +7%
ECAM
261
East Coast Asset Management
Massachusetts
$631K
GCP
262
GSA Capital Partners
United Kingdom
$621K -$390K -1,840 -39%
SFM
263
Signet Financial Management
New Jersey
$619K
MCM
264
MAI Capital Management
Ohio
$615K
EHC
265
Everett Harris & Co
California
$611K
RCM
266
Requisite Capital Management
Texas
$609K +$589K +2,780 New
NL
267
NWAM LLC
Washington
$605K -$130K -611 -18%
CWS
268
Confluence Wealth Services
Pennsylvania
$588K +$570K +2,687 New
SF
269
Synovus Financial
Georgia
$587K +$40.1K +189 +8%
CT
270
Cambridge Trust
Massachusetts
$580K +$159K +749 +39%
Bank Julius Baer & Co
271
Bank Julius Baer & Co
Switzerland
$577K -$25.9K -122 -4%
PWM
272
Paulson Wealth Management
Illinois
$568K
HC
273
Hourglass Capital
Texas
$559K -$8.48K -40 -2%
AMG
274
Asset Management Group
Connecticut
$556K -$25.2K -119 -4%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$555K