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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
251
Prospera Financial Services
Texas
$618K -$182K -973 -21%
IC
252
Iconiq Capital
California
$608K +$1.12K +6 +0.2%
VWA
253
VERITY Wealth Advisors
United States
$606K -$51.9K -278 -7%
PO
254
Private Ocean
California
$601K
PWM
255
PBMares Wealth Management
Virginia
$600K
FPW
256
Flagship Private Wealth
Massachusetts
$600K +$2.24K +12 +0.3%
CA
257
Continuum Advisory
Idaho
$600K +$8.04K +43 +1%
MA
258
Montag & Associates
Georgia
$596K
FG
259
Fiduciary Group
Georgia
$594K -$61.7K -330 -10%
SFG
260
Summit Financial Group
West Virginia
$594K
AAS
261
Avantax Advisory Services
Texas
$588K +$57.6K +308 +10%
WAL
262
W Advisors LLC
Tennessee
$587K -$887K -4,749 -58%
AF
263
Advisornet Financial
Minnesota
$584K -$256K -1,371 -29%
PL
264
Plancorp LLC
Missouri
$582K
YIH
265
Y-Intercept (HK)
Hong Kong
$571K +$619K +3,311 New
TI
266
Truepoint Inc
Ohio
$569K
ED
267
Exane Derivatives
France
$559K +$153K +817 +34%
MCM
268
MAI Capital Management
Ohio
$554K +$75.7K +405 +14%
AC
269
Apella Capital
Connecticut
$552K -$137K -734 -19%
MWP
270
Madison Wealth Partners
Wisconsin
$550K +$47.1K +252 +9%
NGA
271
Naples Global Advisors
Florida
$548K -$9.34K -50 -2%
Squarepoint
272
Squarepoint
New York
$540K +$585K +3,131 New
PCM
273
Parsons Capital Management
Rhode Island
$537K -$19.6K -105 -3%
DAS
274
Dynamic Advisor Solutions
Arizona
$524K -$8.22K -44 -1%
B
275
Bellecapital
Switzerland
$521K