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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
276
Confluence Wealth Services
Pennsylvania
$436K
WCG
277
Weaver Consulting Group
California
$436K
PCA
278
Pallas Capital Advisors
Massachusetts
$431K
KFS
279
Kelly Financial Services
Massachusetts
$429K -$633K -3,486 -57%
AWM
280
AE Wealth Management
Kansas
$424K +$130K +718 +38%
GC
281
Grimes & Company
Massachusetts
$420K -$20K -110 -4%
OFS
282
Oldfather Financial Services
Nebraska
$418K
CWM
283
Chemistry Wealth Management
New York
$418K +$1.63K +9 +0.4%
SW
284
SkyOak Wealth
Michigan
$416K -$6.9K -38 -1%
SC
285
Soundwatch Capital
Connecticut
$416K
SHA
286
Seneca House Advisors
Virginia
$416K +$7.26K +40 +2%
AMG
287
Asset Management Group
Connecticut
$414K
SSWM
288
Sheets Smith Wealth Management
North Carolina
$408K +$18.2K +100 +4%
CW
289
Connectus Wealth
Ohio
$406K
HC
290
Hourglass Capital
Texas
$398K
PWM
291
Paulson Wealth Management
Illinois
$397K -$27.2K -150 -6%
Squarepoint
292
Squarepoint
New York
$395K -$127K -700 -22%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$390K -$71.7K -395 -14%
GG
294
Gofen & Glossberg
Illinois
$390K
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$389K -$40.3K -222 -8%
SIMM
296
Stillwater Investment Management (Minnesota)
Minnesota
$388K
MGIA
297
Matthew Goff Investment Advisor
Texas
$385K -$762K -4,199 -64%
SHWM
298
Silicon Hills Wealth Management
Texas
$378K
AssetMark Inc
299
AssetMark Inc
California
$377K -$19.1K -105 -4%
EL
300
EQ LLC
Washington
$368K