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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$21.3M +$572K +3,010 +3%
UCFA
27
United Capital Financial Advisors
Texas
$20.3M -$796K -4,189 -4%
GA
28
Geller Advisors
New York
$19.9M +$21.7K +114 +0.1%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$19.4M +$1.44M +7,557 +8%
AWM
30
Altus Wealth Management
Kentucky
$18.3M +$124K +652 +0.7%
JP Morgan Chase
31
JP Morgan Chase
New York
$18.3M -$1.85M -9,726 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$16.4M -$2.02M -10,627 -11%
CCT
33
Country Club Trust
Missouri
$15M -$39K -205 -0.3%
Cerity Partners
34
Cerity Partners
New York
$14.6M +$120K +631 +0.9%
CMO
35
Covenant Multifamily Offices
Texas
$13.5M
RJA
36
Raymond James & Associates
Florida
$13.5M +$230K +1,209 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
$13.3M +$891K +4,692 +7%
V
38
Veritable
Delaware
$13.3M -$15K -79 -0.1%
IA
39
IFP Advisors
Florida
$12.7M +$17.3K +91 +0.1%
US Bancorp
40
US Bancorp
Minnesota
$10.8M +$406K +2,135 +4%
SAMT
41
Select Asset Management & Trust
Pennsylvania
$10.7M +$4.21M +22,151 +68%
KeyBank National Association
42
KeyBank National Association
Ohio
$10.3M -$317K -1,670 -3%
Northern Trust
43
Northern Trust
Illinois
$10.3M -$90.4K -476 -0.9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$9.11M -$1.21M -6,378 -12%
Creative Planning
45
Creative Planning
Kansas
$8.92M +$2.63M +13,818 +44%
Truist Financial
46
Truist Financial
North Carolina
$8.67M +$559K +2,944 +7%
WI
47
Wintrust Investments
Illinois
$8.25M -$874K -4,600 -3%
SWM
48
Segment Wealth Management
Texas
$8.13M -$15.6K -82 -0.2%
SCM
49
SCS Capital Management
Massachusetts
$8.07M +$313K +1,646 +4%
RBC
50
Roble Belko & Company
Pennsylvania
$8.03M -$417K -2,196 -5%