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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
251
OneDigital Investment Advisors
Kansas
$228K +$140K +1,067 +159%
AAS
252
Avantax Advisory Services
Texas
$225K +$1.05K +8 +0.5%
AIM
253
Aspen Investment Management
Michigan
$224K – – –
FC
254
Ferris Capital
Massachusetts
$224K – – –
PBO
255
Peoples Bank (Ohio)
Ohio
$224K – – –
EM
256
Excalibur Management
Massachusetts
$221K – – –
OPA
257
Old Port Advisors
Maine
$219K – – –
IA
258
IFG Advisory
Georgia
$219K +$219K +1,672 New
WPSG
259
Wealth & Pension Services Group
Georgia
$216K – – –
SFSIG
260
San Francisco Sentry Investment Group
California
$214K – – –
KWM
261
Kingsview Wealth Management
Oregon
$214K +$3.27K +25 +2%
HTHT
262
Hemenway Trust Hemenway Trust
New Hampshire
$210K -$39.3K -300 -16%
KWMG
263
King Wealth Management Group
Florida
$210K -$393 -3 -0.2%
GAM
264
Gould Asset Management
California
$210K – – –
BRWA
265
B. Riley Wealth Advisors
Florida
$209K +$208K +1,590 New
GT
266
Glenview Trust
Kentucky
$206K -$7.99K -61 -4%
RWP
267
RWA Wealth Partners
Massachusetts
$203K – – –
TC
268
TAP Consulting
Missouri
$203K +$202K +1,545 New
LGWM
269
Litman Gregory Wealth Management
California
$202K – – –
KBFS
270
Kohmann Bosshard Financial Services
Ohio
$177K – – –
FANJ
271
Financial Architects (New Jersey)
New Jersey
$168K – – –
CFB
272
Cullen/Frost Bankers
Texas
$161K +$35K +267 +28%
CDIA
273
Capital Directions Investment Advisors
Georgia
$159K – – –
ADL
274
Asset Dedication LLC
California
$154K – – –
BWA
275
BDO Wealth Advisors
Florida
$139K +$655 +5 +0.5%
9 10
11
12 13