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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
276
Adirondack Trust Company
New York
$1.39M – – –
CW
277
CreativeOne Wealth
Kansas
$1.38M -$7.3M -30,942 -85%
PWM
278
Perigon Wealth Management
California
$1.37M -$1.95M -8,277 -60%
AG
279
Ascent Group
Virginia
$1.37M +$28.1K +119 +2%
MMA
280
Miracle Mile Advisors
California
$1.35M – – –
LGWM
281
Litman Gregory Wealth Management
California
$1.34M -$78.4K -332 -6%
LWM
282
Liberty Wealth Management
California
$1.33M -$5.09M -21,578 -80%
HP
283
Holistic Planning
Texas
$1.3M -$7.32K -31 -0.6%
BPA
284
Beacon Pointe Advisors
California
$1.27M +$16.8K +71 +1%
SVWG
285
Shared Vision Wealth Group
United States
$1.26M -$1.12M -4,726 -48%
WB
286
Webster Bank
Connecticut
$1.25M +$183K +776 +18%
BFG
287
Beacon Financial Group
Texas
$1.24M -$159K -672 -12%
CA
288
Clearstead Advisors
Ohio
$1.23M – – –
UFF
289
USA Financial Formulas
Michigan
$1.21M -$52.2K -221 -4%
AI
290
Atria Investments
North Carolina
$1.19M -$11.2M -47,264 -91%
FEM
291
Fulcrum Equity Management
Texas
$1.19M +$1.13M +4,790 New
BMM
292
Berkshire Money Management
Massachusetts
$1.18M +$1.13M +4,786 New
CWM
293
Cedar Wealth Management
California
$1.18M – – –
PWP
294
Perfromance Wealth Partners
Illinois
$1.18M +$1.52M +6,457 New
CFO
295
Callan Family Office
Pennsylvania
$1.17M – – –
SA
296
SpiderRock Advisors
Delaware
$1.16M +$1.13M +4,767 New
AIM
297
Allen Investment Management
New York
$1.16M – – –
VP
298
Verum Partners
North Carolina
$1.15M +$2.36K +10 +0.2%
CFMC
299
Curbstone Financial Management Corp
New Hampshire
$1.15M – – –
FMWA
300
Forvis Mazars Wealth Advisors
Missouri
$1.15M -$30.2K -128 -3%
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