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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
251
San Francisco Sentry Investment Group
California
$181K -$5.9K -49 -3%
LGWM
252
Litman Gregory Wealth Management
California
$171K
KBFS
253
Kohmann Bosshard Financial Services
Ohio
$150K
FANJ
254
Financial Architects (New Jersey)
New Jersey
$143K
ADL
255
Asset Dedication LLC
California
$131K
LWA
256
Lowe Wealth Advisors
Maryland
$128K -$42.1K -350 -23%
BWA
257
BDO Wealth Advisors
Florida
$120K -$107K -889 -45%
MWA
258
Meridian Wealth Advisors
Texas
$119K +$128K +1,065 New
PCG
259
Private Capital Group
Connecticut
$112K
Bessemer Group
260
Bessemer Group
New Jersey
$111K +$108K +900 +900%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$108K +$1.08K +9 +0.9%
DBT
262
Dubuque Bank & Trust
Iowa
$104K
SFG
263
SevenBridge Financial Group
Pennsylvania
$87K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$87.2K +725 New
AIP
265
Ameritas Investment Partners
Nebraska
$80K
TSW
266
Thompson Siegel & Walmsley
Virginia
$78K
TCCM
267
Timber Creek Capital Management
Massachusetts
$75K -$38.5K -320 -32%
OIA
268
OneDigital Investment Advisors
Kansas
$74K -$15.6K -130 -16%
MA
269
MCF Advisors
Kentucky
$74K +$80K +665 New
APA
270
American Portfolios Advisors
New York
$68.5K +$67.9K +564 +1,128%
SFA
271
Stewardship Financial Advisors
Georgia
$67K
AWM
272
Avior Wealth Management
Nebraska
$67K +$73.3K +609 New
KPCM
273
Kings Point Capital Management
New York
$66K
BAMG
274
Brand Asset Management Group
Missouri
$63K
Chevy Chase Trust
275
Chevy Chase Trust
Maryland
$62K +$67.3K +559 New