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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Stratos Wealth Advisors
Ohio
$307K
MIG
227
McGuire Investment Group
Rhode Island
$305K -$3.67K -28 -1%
PGA
228
Portland Global Advisors
Maine
$298K -$18.2K -139 -6%
BP
229
Ballentine Partners
Massachusetts
$298K +$47.3K +361 +19%
DHFB
230
Dixon Hubard Feinour & Brown
Virginia
$295K
LIM
231
Leavell Investment Management
Alabama
$292K
CTA
232
Chesley Taft & Associates
Illinois
$287K +$286K +2,185 New
WIP
233
Wellesley Investment Partners
Massachusetts
$280K +$278K +2,127 New
PCS
234
Personal CFO Solutions
New Jersey
$277K +$278K +2,123 New
SW
235
SVB Wealth
Massachusetts
$274K
TA
236
Tiedemann Advisors
New York
$271K +$269K +2,057 New
AllianceBernstein
237
AllianceBernstein
Tennessee
$263K
HSBC Holdings
238
HSBC Holdings
United Kingdom
$263K
TSS
239
Thomas Story & Son
Indiana
$260K
LF
240
Lantz Financial
Illinois
$258K
SDWIA
241
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$254K
AWM
242
AE Wealth Management
Kansas
$253K -$33.3K -254 -12%
SCM
243
Schnieders Capital Management
California
$245K +$4.58K +35 +2%
CPIG
244
Chicago Partners Investment Group
Illinois
$244K
CA
245
Claro Advisors
Massachusetts
$243K
FWCM
246
Ferguson Wellman Capital Management
Oregon
$243K
WIC
247
Willis Investment Counsel
Georgia
$240K
FWM
248
Focused Wealth Management
New York
$229K -$56.4K -431 -20%
GLLW
249
Graves Light Lenhart Wealth
Virginia
$229K -$54.3K -415 -20%
CAC
250
Certified Advisory Corp
Florida
$228K -$10.3K -79 -4%