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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
176
Cerity Partners OCIO
New York
$1.5M +$1.48M +7,213 New
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$1.5M -$73.7K -359 -5%
Fisher Asset Management
178
Fisher Asset Management
Washington
$1.48M -$90.6K -441 -6%
BCI
179
Brinker Capital Investments
Pennsylvania
$1.48M +$205 +1 +0%
ATC
180
Adirondack Trust Company
New York
$1.47M – – –
BPC
181
Banque Pictet & Cie
Switzerland
$1.47M -$67.8K -330 -4%
SPC
182
Sigma Planning Corp
Michigan
$1.46M -$446K -2,169 -24%
KA
183
Klingman & Associates
New York
$1.43M – – –
MWA
184
Monograph Wealth Advisors
California
$1.4M +$2.67K +13 +0.2%
CWS
185
Cypress Wealth Services
California
$1.4M +$923K +4,495 +203%
Brown Advisory
186
Brown Advisory
Maryland
$1.4M -$103K -500 -7%
SHGA
187
Sand Hill Global Advisors
California
$1.34M -$137K -665 -9%
ECM
188
Evergreen Capital Management
Washington
$1.33M -$61.6K -300 -4%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$1.3M +$1.28M +6,236 New
EWM
190
Evercore Wealth Management
New York
$1.29M – – –
AWA
191
Aaron Wealth Advisors
Illinois
$1.27M +$763K +3,715 +157%
AIM
192
Allen Investment Management
New York
$1.26M – – –
LPIC
193
LeJeune Puetz Investment Counsel
Michigan
$1.26M +$1.44K +7 +0.1%
CPFP
194
Clear Perspectives Financial Planning
Ohio
$1.25M +$31.8K +155 +3%
OLA
195
Oliver Luxxe Assets
New Jersey
$1.24M -$36.6K -178 -3%
MA
196
Mutual Advisors
Nebraska
$1.23M +$3.08K +15 +0.3%
CWM
197
Cedar Wealth Management
California
$1.21M +$2.88K +14 +0.2%
MCCP
198
Mission Creek Capital Partners
California
$1.21M -$39.4K -192 -3%
BPA
199
Beacon Pointe Advisors
California
$1.17M +$23.2K +113 +2%
CAC
200
Cowen and Company
New York
$1.1M -$123K -600 -10%