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Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
226
Pasadena Private Wealth
California
$308K +$292K +5,192 New
EIA
227
Eldridge Investment Advisors
New Hampshire
$306K -$34.7K -618 -11%
AFG
228
Atomi Financial Group
New York
$306K +$289K +5,153 New
KFA
229
Kapstone Financial Advisors
Ohio
$303K +$287K +5,115 New
CWA
230
Clarity Wealth Advisors
California
$297K +$11.2K +200 +4%
AWA
231
Arkadios Wealth Advisors
Georgia
$295K +$280K +4,977 New
AF
232
Advisornet Financial
Minnesota
$287K +$144K +2,560 +112%
CWP
233
Core Wealth Partners
California
$285K +$270K +4,807 New
CPA
234
Cathy Pareto & Associates
Florida
$279K -$10.3K -183 -4%
BP
235
BBR Partners
New York
$267K +$253K +4,500 New
WEG
236
World Equity Group
Illinois
$266K – – –
UCFA
237
United Capital Financial Advisors
Texas
$258K +$244K +4,352 New
RI
238
Ruggiero Investments
Florida
$257K +$244K +4,340 New
S
239
SignatureFD
Georgia
$255K +$2.81K +50 +1%
OAM
240
Occidental Asset Management
California
$253K +$240K +4,273 New
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
$249K +$205K +3,650 +670%
RCWM
242
Royal Capital Wealth Management
Indiana
$245K +$232K +4,130 New
FBFS
243
First Business Financial Services
Wisconsin
$241K – – –
AHL
244
Abel Hall LLC
Louisiana
$237K +$225K +4,000 New
TC
245
Tannin Capital
North Carolina
$233K +$221K +3,935 New
FFM
246
Forum Financial Management
Illinois
$231K +$219K +3,902 New
HA
247
Helium Advisors
Washington
$231K +$218K +3,888 New
CWA
248
Canvas Wealth Advisors
Kansas
$227K +$215K +3,833 New
KA
249
Kercheville Advisors
Texas
$225K +$213K +3,800 New
DWM
250
Diversify Wealth Management
Utah
$220K – – –
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