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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
276
Mutual Advisors
Nebraska
$2.71M -$1.15M -3,217 -30%
OCG
277
Opus Capital Group
Ohio
$2.67M – – –
5W
278
5T Wealth
California
$2.64M -$149K -415 -5%
LIP
279
Lynch Investment Planning
Pennsylvania
$2.62M -$183K -510 -7%
FIA
280
Foundations Investment Advisors
Arizona
$2.62M -$1.04M -2,890 -29%
SC
281
Scotia Capital
Ontario, Canada
$2.59M -$194K -543 -7%
BAM
282
Beaumont Asset Management
Texas
$2.59M – – –
AWM
283
Able Wealth Management
New Jersey
$2.56M -$2.82M -7,859 -53%
1IA
284
1834 Investment Advisors
Wisconsin
$2.54M +$405K +1,130 +19%
WWM
285
WT Wealth Management
Arizona
$2.53M +$467K +1,305 +23%
TIM
286
Tortoise Investment Management
New York
$2.53M – – –
KA
287
Klingman & Associates
New York
$2.52M -$93.8K -262 -4%
FFN
288
Focus Financial Network
Minnesota
$2.49M +$280K +783 +13%
RWP
289
RWA Wealth Partners
Massachusetts
$2.48M – – –
WLPWM
290
Walled Lake Planning & Wealth Management
Illinois
$2.46M -$1.79K -5 -0.1%
DAS
291
Dynamic Advisor Solutions
Arizona
$2.42M +$51.2K +143 +2%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$2.41M -$288K -805 -11%
FF
293
Finley Financial
Nevada
$2.4M – – –
RWS
294
RASP Wealth Solutions
Indiana
$2.4M +$2.35M +6,549 New
GJWM
295
Gilliland Jeter Wealth Management
Arkansas
$2.39M +$90.3K +252 +4%
BFG
296
Beacon Financial Group
Texas
$2.38M -$716 -2 -0%
AWM
297
AE Wealth Management
Kansas
$2.38M -$171K -477 -7%
RSWA
298
Robinson Smith Wealth Advisors
Maine
$2.37M – – –
AI
299
Atria Investments
North Carolina
$2.37M +$1.34M +3,753 +138%
B
300
Bailard
California
$2.36M – – –
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