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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
251
St. Clair Advisors
Ohio
$3.33M -$233K -650 -7%
PCM
252
Parsons Capital Management
Rhode Island
$3.27M +$129K +361 +4%
KIA
253
KCM Investment Advisors
California
$3.26M -$5.73K -16 -0.2%
SWP
254
Summit Wealth Partners
Florida
$3.26M +$376K +1,051 +13%
ACA
255
Adirondack Capital Advisors
New York
$3.23M -$53.7K -150 -2%
MA
256
Montag & Associates
Georgia
$3.1M -$619K -1,727 -17%
MIC
257
Means Investment Company
Maine
$3.09M – – –
HR
258
Howe & Rusling
New York
$3.06M – – –
CWM
259
CMH Wealth Management
New Hampshire
$3.05M +$134K +375 +5%
ANTB
260
AMG National Trust Bank
Colorado
$3.04M -$1.08M -3,007 -27%
NWM
261
Nova Wealth Management
Florida
$3.04M -$218K -610 -7%
VWM
262
Venturi Wealth Management
Texas
$2.98M -$716 -2 -0%
GWSA
263
Global Wealth Strategies & Associates
Colorado
$2.96M +$16.5K +46 +0.6%
GT
264
Glenmede Trust
Pennsylvania
$2.96M -$5.73K -16 -0.2%
HP
265
Holistic Planning
Texas
$2.9M +$150K +419 +6%
UOTTAIMCU
266
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.89M – – –
SVWG
267
Shared Vision Wealth Group
United States
$2.88M +$141K +394 +5%
HPM
268
Hoxton Planning & Management
West Virginia
$2.86M +$1.05M +2,935 +60%
KWM
269
Kingsview Wealth Management
Oregon
$2.83M +$139K +389 +5%
AFS
270
Access Financial Services
Minnesota
$2.76M – – –
CW
271
CreativeOne Wealth
Kansas
$2.76M -$1.56M -4,369 -37%
TRIA
272
Trail Ridge Investment Advisors
Colorado
$2.75M – – –
MA
273
Mutual Advisors
Nebraska
$2.71M -$1.15M -3,217 -30%
OCG
274
Opus Capital Group
Ohio
$2.67M – – –
5W
275
5T Wealth
California
$2.64M -$149K -415 -5%
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