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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
DHFB
301
Dixon Hubard Feinour & Brown
Virginia
$304K – – –
PCS
302
Personal CFO Solutions
New Jersey
$301K -$19.2K -109 -6%
MCC
303
Money Concepts Capital
Florida
$300K +$124K +704 +73%
CC
304
Cannell & Co
New York
$297K -$8.64K -49 -3%
BWM
305
Birchcreek Wealth Management
Ohio
$293K – – –
HPA
306
High Probability Advisors
New York
$290K – – –
GAM
307
Gould Asset Management
California
$288K – – –
SFSIG
308
San Francisco Sentry Investment Group
California
$284K -$1.76K -10 -0.6%
PRWA
309
Platte River Wealth Advisors
Colorado
$283K – – –
GT
310
Glenview Trust
Kentucky
$282K – – –
MAFM
311
Mid Atlantic Financial Management
Pennsylvania
$280K -$217K -1,231 -44%
KWMG
312
King Wealth Management Group
Florida
$276K – – –
ATC
313
Argent Trust Co
Tennessee
$272K – – –
MSS
314
Mitchell Sinkler & Starr
Pennsylvania
$269K – – –
SGCA
315
Steel Grove Capital Advisors
Tennessee
$262K – – –
BFIM
316
Beese Fulmer Investment Management
Ohio
$261K – – –
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$261K – – –
TCM
318
Traynor Capital Management
Pennsylvania
$259K -$4.76K -27 -2%
GLLW
319
Graves Light Lenhart Wealth
Virginia
$259K – – –
CCC
320
Crescent Capital Consulting
Louisiana
$254K +$249K +1,413 New
FWM
321
Focused Wealth Management
New York
$253K -$4.23K -24 -2%
NFG
322
Nations Financial Group
Iowa
$250K +$529 +3 +0.2%
WT
323
Washington Trust
Rhode Island
$250K +$205K +1,163 +512%
IWM
324
IHT Wealth Management
Illinois
$250K +$245K +1,390 New
DT
325
Daniels + Tansey
Delaware
$249K – – –
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13
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