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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
176
Iconiq Capital
California
$317K
DG
177
Davidson & Garrard
Virginia
$300K -$7.84K -85 -3%
SF
178
Synovus Financial
Georgia
$290K +$11.4K +124 +4%
WA
179
Waverly Advisors
Alabama
$289K
LWA
180
Lowe Wealth Advisors
Maryland
$288K
AI
181
Atria Investments
North Carolina
$286K -$661K -7,167 -70%
MIH
182
Madison Investment Holdings
Wisconsin
$285K -$87.6K -950 -24%
SWA
183
SFMG Wealth Advisors
Texas
$285K
LW
184
Linscomb Wealth
Texas
$281K
AP
185
Advisor Partners
California
$277K
BFO
186
Boston Family Office
Massachusetts
$270K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$268K +$52.4K +568 +24%
ISL
188
Ingalls & Snyder LLC
New York
$268K +$267K +2,890 New
SS
189
Simplicity Solutions
Minnesota
$263K +$261K +2,835 New
State Street
190
State Street
Massachusetts
$257K +$256K +2,773 New
AMG
191
Asset Management Group
Connecticut
$254K +$738 +8 +0.3%
PA
192
Pinnacle Associates
New York
$253K -$15.2K -165 -6%
SCA
193
Snowden Capital Advisors
New York
$246K -$90.6K -982 -27%
William Blair & Company
194
William Blair & Company
Illinois
$235K +$2.31K +25 +1%
SSWM
195
Sheets Smith Wealth Management
North Carolina
$232K
CSIC
196
Clifford Swan Investment Counsel
California
$225K
PGA
197
Portland Global Advisors
Maine
$223K
ACM
198
Advisors Capital Management
New Jersey
$211K -$44.9K -487 -18%
SRSA
199
S.R. Schill & Associates
Washington
$210K -$196K -2,120 -48%
HBWM
200
Hollow Brook Wealth Management
New York
$210K -$23K -249 -10%