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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
276
Capital Asset Advisory Services
Michigan
$256K +$233K +1,694 New
JWCA
277
J.W. Cole Advisors
Florida
$254K +$242K +1,763 New
OIA
278
OneDigital Investment Advisors
Kansas
$251K +$824 +6 +0.3%
CAC
279
Certified Advisory Corp
Florida
$250K +$549 +4 +0.2%
IAA
280
Independent Advisor Alliance
North Carolina
$249K +$237K +1,728 New
BRWA
281
B. Riley Wealth Advisors
Florida
$247K +$16.9K +123 +8%
PBO
282
Peoples Bank (Ohio)
Ohio
$246K – – –
AIM
283
Aspen Investment Management
Michigan
$245K – – –
GLLW
284
Graves Light Lenhart Wealth
Virginia
$244K – – –
EM
285
Excalibur Management
Massachusetts
$242K – – –
LGWM
286
Litman Gregory Wealth Management
California
$242K +$19.9K +145 +9%
FWM
287
Focused Wealth Management
New York
$241K -$10.3K -75 -4%
IA
288
IFG Advisory
Georgia
$241K – – –
TI
289
Trexquant Investment
Connecticut
$232K +$221K +1,607 New
GAM
290
Gould Asset Management
California
$231K – – –
CWC
291
Carolinas Wealth Consulting
North Carolina
$231K +$221K +1,607 New
KWMG
292
King Wealth Management Group
Florida
$230K – – –
SFSIG
293
San Francisco Sentry Investment Group
California
$229K -$5.35K -39 -2%
FC
294
Ferris Capital
Massachusetts
$227K -$16.7K -122 -7%
MAFM
295
Mid Atlantic Financial Management
Pennsylvania
$227K +$217K +1,577 New
GT
296
Glenview Trust
Kentucky
$226K – – –
RWP
297
RWA Wealth Partners
Massachusetts
$223K – – –
TC
298
TAP Consulting
Missouri
$223K +$275 +2 +0.1%
PRWA
299
Platte River Wealth Advisors
Colorado
$220K +$209K +1,520 New
ATC
300
Argent Trust Co
Tennessee
$218K +$207K +1,510 New
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