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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
226
Whittier Trust
California
$181K +$178K +1,625 New
LWA
227
Lowe Wealth Advisors
Maryland
$161K -$19.9K -182 -11%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$158K -$41K -375 -21%
FANJ
229
Financial Architects (New Jersey)
New Jersey
$156K -$65.6K -600 -30%
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$156K
KBFS
231
Kohmann Bosshard Financial Services
Ohio
$150K +$147K +1,345 New
CPA
232
Clear Perspective Advisors
Illinois
$134K
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$122K
TCCM
234
Timber Creek Capital Management
Massachusetts
$120K
OIA
235
OneDigital Investment Advisors
Kansas
$92K +$437 +4 +0.5%
RE
236
RBC Europe
United Kingdom
$89K +$87.5K +800 New
AWMS
237
Advocacy Wealth Management Services
Georgia
$88K
SFG
238
SevenBridge Financial Group
Pennsylvania
$87K
AIP
239
Ameritas Investment Partners
Nebraska
$84K
TSW
240
Thompson Siegel & Walmsley
Virginia
$78K
KPCM
241
Kings Point Capital Management
New York
$66K
SEI Investments
242
SEI Investments
Pennsylvania
$64K +$50.1K +458 +402%
BlackRock
243
BlackRock
New York
$61K -$109 -1 -0.2%
NSIM
244
North Star Investment Management
Illinois
$59K +$109 +1 +0.2%
YWP
245
YorkBridge Wealth Partners
New York
$56K
GRP
246
Global Retirement Partners
California
$52K +$51.1K +467 New
IWM
247
IHT Wealth Management
Illinois
$49K +$219 +2 +0.5%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$48K +$40.5K +370 +607%
BF
249
BOK Financial
Oklahoma
$48K +$46.7K +427 New
HI
250
Hudock Inc
Pennsylvania
$40K