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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$132K – – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$131K – – –
Bessemer Group
278
Bessemer Group
New Jersey
$118K – – –
LFG
279
LifePlan Financial Group
Ohio
$116K +$115K +880 New
LWA
280
Lowe Wealth Advisors
Maryland
$115K -$2.75K -21 -2%
PFO
281
Pathstone Family Office
New Jersey
$113K -$30.4K -232 -21%
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$96K – – –
SB
283
Strategic Blueprint
Georgia
$93K +$93K +710 New
TSW
284
Thompson Siegel & Walmsley
Virginia
$92K – – –
MA
285
MCF Advisors
Kentucky
$87K – – –
TCCM
286
Timber Creek Capital Management
Massachusetts
$82K – – –
SFA
287
Stewardship Financial Advisors
Georgia
$79K – – –
KPCM
288
Kings Point Capital Management
New York
$77K – – –
BAMG
289
Brand Asset Management Group
Missouri
$74K – – –
APA
290
American Portfolios Advisors
New York
$70.9K -$9.82K -75 -12%
NSIM
291
North Star Investment Management
Illinois
$69K +$68.9K +526 New
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
$65K -$65.5K -500 -50%
AWM
293
Avior Wealth Management
Nebraska
$65K – – –
AIM
294
Axiom Investment Management
New York
$65K – – –
IA
295
IFP Advisors
Florida
$59K +$59.6K +455 New
BFEC
296
Benjamin F. Edwards & Company
Missouri
$58K -$70.6K -539 -55%
AIP
297
Ameritas Investment Partners
Nebraska
$56K -$19.6K -150 -26%
Deutsche Bank
298
Deutsche Bank
Germany
$55K +$13.1K +100 +31%
VFA
299
Valeo Financial Advisors
Indiana
$54K – – –
DOA
300
D'Orazio & Associates
Virginia
$49K – – –