OEF icon

iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
151
Klingman & Associates
New York
$907K – – –
TIM
152
Tortoise Investment Management
New York
$897K -$78.6K -600 -8%
PA
153
Pinnacle Associates
New York
$870K +$7.86K +60 +0.9%
CA
154
Calton & Associates
Florida
$845K +$485K +3,705 +136%
EWM
155
Evercore Wealth Management
New York
$841K -$45.2K -345 -5%
AIM
156
Allen Investment Management
New York
$835K – – –
UFF
157
USA Financial Formulas
Michigan
$779K -$546K -4,169 -41%
PMFA
158
Plante Moran Financial Advisors
Michigan
$769K – – –
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$754K – – –
NFG
160
Next Financial Group
Texas
$752K +$94.9K +725 +15%
SHA
161
Seneca House Advisors
Virginia
$738K +$48.7K +372 +7%
SCA
162
Spearhead Capital Advisors
Florida
$738K +$735K +5,613 New
BPWA
163
Beacon Pointe Wealth Advisors
California
$709K -$42.9K -328 -6%
BP
164
BBR Partners
New York
$704K -$22K -168 -3%
NL
165
NVWM LLC
Pennsylvania
$704K +$22.1K +169 +3%
BBA
166
BLB&B Advisors
Pennsylvania
$697K -$15.2K -116 -2%
CFMC
167
Curbstone Financial Management Corp
New Hampshire
$697K – – –
SCM
168
SOL Capital Management
Maryland
$690K -$65.5K -500 -9%
NA
169
NewEdge Advisors
Louisiana
$682K +$169K +1,291 +33%
TNB
170
TCF National Bank
South Dakota
$682K +$679K +5,183 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$678K -$55.6K -425 -8%
BJL
172
Brighton Jones LLC
Washington
$666K +$2.36K +18 +0.4%
HC
173
Hourglass Capital
Texas
$647K – – –
PFS
174
Prospera Financial Services
Texas
$646K -$13K -99 -2%
SFG
175
Summit Financial Group
West Virginia
$637K -$437K -3,338 -41%