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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
151
Naples Global Advisors
Florida
$466K +$17.2K +189 +4%
CAN
152
Cetera Advisor Networks
California
$433K +$125K +1,371 +40%
MIH
153
Madison Investment Holdings
Wisconsin
$422K -$999K -10,982 -70%
PMFA
154
Plante Moran Financial Advisors
Michigan
$420K – – –
DHFB
155
Dixon Hubard Feinour & Brown
Virginia
$408K +$18.2K +200 +5%
CAG
156
Crestwood Advisors Group
Massachusetts
$393K -$29.5K -324 -7%
BRWM
157
B. Riley Wealth Management
Tennessee
$383K – – –
CFMC
158
Curbstone Financial Management Corp
New Hampshire
$377K – – –
BHIA
159
Birch Hill Investment Advisors
Massachusetts
$377K +$19.7K +216 +5%
PA
160
Pinnacle Associates
New York
$362K -$54.6K -600 -13%
CWA
161
Constellation Wealth Advisors
New York
$358K – – –
DG
162
Davidson & Garrard
Virginia
$349K -$9.1K -100 -3%
NRS
163
Neville Rodie & Shaw
New York
$341K -$6.82K -75 -2%
PFS
164
Prospera Financial Services
Texas
$334K -$276K -3,031 -45%
HF
165
HRT Financial
New York
$327K -$34K -374 -9%
Barclays
166
Barclays
United Kingdom
$326K +$17.6K +193 +6%
LW
167
Linscomb Wealth
Texas
$323K +$91 +1 +0%
AP
168
Advisor Partners
California
$318K +$321K +3,528 New
EM
169
Excalibur Management
Massachusetts
$317K – – –
IC
170
Iconiq Capital
California
$308K – – –
MA
171
Montag & Associates
Georgia
$306K -$708K -7,780 -70%
LWA
172
Lowe Wealth Advisors
Maryland
$305K – – –
SRSA
173
S.R. Schill & Associates
Washington
$301K +$303K +3,333 New
BPBT
174
Boston Private Bank & Trust
Massachusetts
$299K – – –
CB
175
Chemical Bank
Michigan
$293K -$246K -2,700 -45%