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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$1.06M +$93.7K +482 +10%
CA
227
Clearstead Advisors
Ohio
$1.02M – – –
CFMC
228
Curbstone Financial Management Corp
New Hampshire
$1.01M – – –
AIA
229
Arcadia Investment Advisors
Idaho
$1M +$940K +4,835 New
WC
230
Waterloo Capital
Texas
$1,000K +$938K +4,828 New
BPA
231
Beacon Pointe Advisors
California
$991K -$965K -4,966 -51%
SWA
232
Stratos Wealth Advisors
Ohio
$991K +$24.7K +127 +3%
CWM
233
Cedar Wealth Management
California
$990K +$2.14K +11 +0.2%
CFO
234
Callan Family Office
Pennsylvania
$978K -$154K -795 -14%
NL
235
NWAM LLC
Washington
$965K -$319K -1,642 -26%
ECM
236
Evergreen Capital Management
Washington
$950K – – –
XF
237
XML Financial
Maryland
$949K +$194 +1 +0%
MIA
238
MMBG Investment Advisors
Florida
$927K – – –
SPA
239
Sentinel Pension Advisors
Massachusetts
$915K +$1.94K +10 +0.2%
MCCA
240
Mill Creek Capital Advisors
Pennsylvania
$907K -$26.6K -137 -3%
FMWA
241
Forvis Mazars Wealth Advisors
Missouri
$905K – – –
VCM
242
Vivaldi Capital Management
Illinois
$896K -$4.66K -24 -0.6%
CSWG
243
Cardinal Strategic Wealth Guidance
Kentucky
$888K – – –
CAM
244
CPA Asset Management
Florida
$883K – – –
EH
245
Equitable Holdings
New York
$879K +$14.8K +76 +2%
EWA
246
EP Wealth Advisors
California
$866K -$172K -886 -8%
WB
247
Webster Bank
Connecticut
$864K – – –
BBA
248
BLB&B Advisors
Pennsylvania
$860K -$7.58K -39 -0.9%
WA
249
Waverly Advisors
Alabama
$859K +$272K +1,401 +51%
SCM
250
SOL Capital Management
Maryland
$846K – – –
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