We are live on ! Find out more
OEF icon

iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Ameliora Wealth Management
Switzerland
$771K +$227K +792 +39%
PWM
477
Provident Wealth Management
Tennessee
$763K – – –
NGA
478
Naples Global Advisors
Florida
$758K -$5.74K -20 -0.7%
GRA
479
Golden Road Advisors
Florida
$749K – – –
Arkadios Wealth Advisors
480
Arkadios Wealth Advisors
Georgia
$745K +$275K +959 +54%
ECAM
481
East Coast Asset Management
Massachusetts
$744K – – –
CoreCap Advisors
482
CoreCap Advisors
Michigan
$743K +$706K +2,460 +866%
LIA
483
LifePlan Investment Advisors
North Carolina
$742K +$786K +2,738 New
DWM
484
DKM Wealth Management
California
$739K +$49.1K +171 +7%
VWM
485
Venturi Wealth Management
Texas
$732K +$766K +2,666 +7,016%
IIA
486
Integrity Investment Advisors
Colorado
$731K +$775K +2,700 New
TWP
487
Triad Wealth Partners
Kansas
$725K +$769K +2,677 New
PAS
488
PKS Advisory Services
New York
$718K -$169K -587 -18%
VCM
489
Vivaldi Capital Management
Illinois
$716K -$190K -662 -20%
O'Shaughnessy Asset Management
490
O'Shaughnessy Asset Management
Connecticut
$715K +$373K +1,300 +97%
BSHC
491
Breed's Hill Capital
Massachusetts
$704K – – –
SCM
492
Schnieders Capital Management
California
$704K -$54.6K -190 -7%
Sequoia Financial Advisors
493
Sequoia Financial Advisors
Ohio
$703K +$79.8K +278 +12%
ITIM
494
Indiana Trust & Investment Management
Indiana
$696K – – –
AMG
495
Asset Management Group
Connecticut
$694K +$861 +3 +0.1%
SC
496
Soundwatch Capital
Connecticut
$693K – – –
FCFC
497
First Citizens Financial Corp
Iowa
$693K +$8.61K +30 +1%
Mission Wealth Management
498
Mission Wealth Management
California
$690K +$1.15K +4 +0.2%
GF
499
Gimbal Financial
Indiana
$690K – – –
ICP
500
Interchange Capital Partners
Pennsylvania
$684K +$725K +2,525 New