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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$873K +$44.1K +345 +5%
PA
152
Pinnacle Associates
New York
$849K +$134K +1,045 +19%
AIM
153
Allen Investment Management
New York
$823K
PMFA
154
Plante Moran Financial Advisors
Michigan
$758K
SCM
155
SOL Capital Management
Maryland
$744K -$12.8K -100 -2%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$743K
BPWA
157
Beacon Pointe Wealth Advisors
California
$742K
WA
158
Waverly Advisors
Alabama
$741K +$207K +1,622 +40%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$724K
BP
160
BBR Partners
New York
$716K -$79.1K -619 -10%
BBA
161
BLB&B Advisors
Pennsylvania
$702K
SHA
162
Seneca House Advisors
Virginia
$692K +$14.2K +111 +2%
CFMC
163
Curbstone Financial Management Corp
New Hampshire
$687K +$95.8K +750 +16%
CB
164
Chemical Bank
Michigan
$672K -$51.1K -400 -7%
NL
165
NVWM LLC
Pennsylvania
$672K +$18.7K +146 +3%
Bank of New York Mellon
166
Bank of New York Mellon
New York
$672K +$68.6K +537 +12%
PFS
167
Prospera Financial Services
Texas
$658K -$5.24K -41 -0.8%
BJL
168
Brighton Jones LLC
Washington
$654K +$2.94K +23 +0.5%
NFG
169
Next Financial Group
Texas
$648K +$639K +4,997 New
SIAS
170
Shine Investment Advisory Services
Colorado
$646K -$38.3K -300 -6%
HC
171
Hourglass Capital
Texas
$638K -$1.28K -10 -0.2%
FAIM
172
Financial Advocates Investment Management
Washington
$628K -$377K -2,954 -38%
B
173
Bellecapital
Switzerland
$628K
FT
174
Fiduciary Trust
Massachusetts
$602K -$24.8K -194 -4%
PPA
175
Parametric Portfolio Associates
Washington
$586K -$2.81K -22 -0.5%