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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
201
Cannell & Co
New York
$299K -$54.3K -448 -15%
RIA
202
Regal Investment Advisors
Michigan
$299K
AMG
203
Asset Management Group
Connecticut
$299K +$727 +6 +0.2%
PA
204
Pinnacle Associates
New York
$296K -$6.06K -50 -2%
SSWM
205
Sheets Smith Wealth Management
North Carolina
$291K
GIA
206
Guyasuta Investment Advisors
Pennsylvania
$290K
CAC
207
Certified Advisory Corp
Florida
$284K -$41.3K -341 -12%
CTA
208
Colonial Trust Advisors
South Carolina
$282K -$64.6K -533 -18%
CSIC
209
Clifford Swan Investment Counsel
California
$281K
PGA
210
Portland Global Advisors
Maine
$279K
Barclays
211
Barclays
United Kingdom
$276K +$39.6K +327 +16%
AP
212
Advisor Partners
California
$275K -$50.7K -418 -15%
GIA
213
Granite Investment Advisors
New Hampshire
$274K
KWM
214
Kingsview Wealth Management
Oregon
$270K -$169K -1,394 -37%
EM
215
Excalibur Management
Massachusetts
$270K -$34.4K -284 -11%
SRSA
216
S.R. Schill & Associates
Washington
$262K
BWA
217
BDO Wealth Advisors
Florida
$257K +$269K +2,218 New
EFS
218
Essex Financial Services
Connecticut
$256K +$267K +2,207 New
NRS
219
Neville Rodie & Shaw
New York
$253K -$18.2K -150 -6%
Mariner
220
Mariner
Kansas
$251K -$45.6K -376 -15%
DJSG
221
D.J. St. Germain
Massachusetts
$246K -$97K -800 -27%
BP
222
Ballentine Partners
Massachusetts
$243K -$78.7K -649 -24%
CWS
223
Cypress Wealth Services
California
$241K
AGM
224
Alpine Global Management
New York
$237K +$248K +2,046 New
VSWA
225
Vontobel Swiss Wealth Advisors
Switzerland
$235K