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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
Certus Wealth Management
California
$1.87M +$1.76M +8,354 New
WF
277
Welch & Forbes
Massachusetts
$1.86M – – –
RWP
278
RWA Wealth Partners
Massachusetts
$1.84M – – –
HGERS
279
Householder Group Estate & Retirement Specialist
Arizona
$1.8M -$50.7K -241 -3%
MGIA
280
Moneta Group Investment Advisors
Missouri
$1.78M +$1.68M +7,966 New
RFP
281
RCS Financial Planning
Maryland
$1.77M +$1.15M +5,489 +227%
ATC
282
Argent Trust Co
Tennessee
$1.77M -$872K -4,146 -34%
MWS
283
Maxwell Wealth Strategies
California
$1.75M +$1.65M +7,852 New
CFCI
284
Comprehensive Financial Consultants Institutional
Indiana
$1.73M -$2.52K -12 -0.2%
TVM
285
True Vision MN
Minnesota
$1.72M +$1.62M +7,715 New
BJL
286
Brighton Jones LLC
Washington
$1.7M +$19.3K +92 +1%
BAAM
287
Baker Avenue Asset Management
California
$1.68M +$67.1K +319 +4%
JSL
288
JT Stratford LLC
Georgia
$1.68M +$676K +3,216 +75%
MIS
289
Morningstar Investment Services
Illinois
$1.66M +$1.56M +7,418 New
NAS
290
NWF Advisory Services
California
$1.66M +$1.56M +7,436 New
AFS
291
Access Financial Services
Minnesota
$1.66M – – –
GIA
292
Gladstone Institutional Advisory
Florida
$1.59M +$1.5M +7,131 New
MYIA
293
Mount Yale Investment Advisors
Colorado
$1.58M +$1.49M +7,094 New
BAM
294
Beaumont Asset Management
Texas
$1.58M – – –
FFS
295
Founders Financial Securities
Maryland
$1.56M +$1.47M +6,985 New
WLPWM
296
Walled Lake Planning & Wealth Management
Illinois
$1.56M +$8.41K +40 +0.6%
TWM
297
Tradition Wealth Management
Minnesota
$1.55M +$1.4M +6,637 +2,235%
KIA
298
KCM Investment Advisors
California
$1.53M -$130K -618 -8%
QPWM
299
Quadrant Private Wealth Management
Pennsylvania
$1.53M +$1.22M +5,794 +559%
MWA
300
Monograph Wealth Advisors
California
$1.53M +$6.31K +30 +0.4%
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