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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
276
Optivise Advisory Services
Tennessee
$2.03M +$268K +937 +15%
MA
277
Mutual Advisors
Nebraska
$2M +$28.9K +101 +1%
PWM
278
Prosperity Wealth Management
California
$1.99M +$161K +562 +9%
MWA
279
Monograph Wealth Advisors
California
$1.99M +$3.43K +12 +0.2%
BAAM
280
Baker Avenue Asset Management
California
$1.95M -$6.58K -23 -0.3%
KAS
281
KPP Advisory Services
Kentucky
$1.94M -$732K -2,559 -28%
KA
282
Klingman & Associates
New York
$1.94M
GIA
283
Gladstone Institutional Advisory
Florida
$1.93M +$27.5K +96 +1%
KIA
284
KCM Investment Advisors
California
$1.91M -$46.9K -164 -2%
MA
285
Mezzasalma Advisors
New Jersey
$1.9M +$328K +1,148 +21%
PWM
286
Palumbo Wealth Management
New York
$1.89M -$2.86K -10 -0.2%
RSWA
287
Robinson Smith Wealth Advisors
Maine
$1.87M
WANY
288
Wealthspire Advisors (New York)
New York
$1.86M -$21.5K -75 -1%
SPC
289
Sigma Planning Corp
Michigan
$1.84M -$6.29K -22 -0.3%
TC
290
TownSquare Capital
Utah
$1.82M +$1.43K +5 +0.1%
AssetMark Inc
291
AssetMark Inc
California
$1.79M +$289K +1,010 +20%
KWM
292
Kingsview Wealth Management
Oregon
$1.79M +$192K +671 +12%
BFG
293
Beacon Financial Group
Texas
$1.78M +$49.8K +174 +3%
RC
294
Rahlfs Capital
Texas
$1.76M +$1.74M +6,100 New
SVWG
295
Shared Vision Wealth Group
United States
$1.75M -$3.43K -12 -0.2%
EWM
296
Evercore Wealth Management
New York
$1.74M -$2.86K -10 -0.2%
Betterment LLC
297
Betterment LLC
New York
$1.74M +$578K +2,020 +51%
WPW
298
Watershed Private Wealth
Illinois
$1.74M +$149K +522 +10%
EH
299
Equitable Holdings
New York
$1.73M +$14K +49 +0.8%
MMA
300
Miracle Mile Advisors
California
$1.7M +$139K +486 +9%