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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Coldstream Capital Management
Washington
$684K -$13.4K -69 -2%
AWA
277
Arete Wealth Advisors
Illinois
$674K -$136K -699 -18%
SAM
278
Sequent Asset Management
Texas
$665K
VWA
279
VERITY Wealth Advisors
United States
$645K -$77.1K -397 -11%
NGA
280
Naples Global Advisors
Florida
$638K
FPW
281
Flagship Private Wealth
Massachusetts
$632K -$78.5K -404 -12%
EWA
282
EverSource Wealth Advisors
Alabama
$629K
FG
283
Fiduciary Group
Georgia
$609K
SSWM
284
Sheets Smith Wealth Management
North Carolina
$604K +$118K +608 +26%
W
285
WPWealth
Texas
$604K +$567K +2,918 New
ECAM
286
East Coast Asset Management
Massachusetts
$596K
RCM
287
Requisite Capital Management
Texas
$579K +$544K +2,797 New
RA
288
RFG Advisory
Alabama
$563K -$4.86K -25 -0.9%
BPC
289
Banque Pictet & Cie
Switzerland
$560K
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$559K
Citigroup
291
Citigroup
New York
$554K +$28.4K +146 +6%
CWS
292
Confluence Wealth Services
Pennsylvania
$547K -$194 -1 -0%
SFM
293
Signet Financial Management
New Jersey
$545K -$972 -5 -0.2%
AMG
294
Asset Management Group
Connecticut
$532K +$972 +5 +0.2%
AC
295
Apella Capital
Connecticut
$531K +$498K +2,564 New
SC
296
Soundwatch Capital
Connecticut
$530K
SW
297
SkyOak Wealth
Michigan
$528K -$1.36K -7 -0.3%
CW
298
Connectus Wealth
Ohio
$518K
NAMM
299
NorthStar Asset Management (Massachusetts)
Massachusetts
$517K -$69.2K -356 -12%
GC
300
Grimes & Company
Massachusetts
$511K