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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
301
Portland Global Advisors
Maine
$368K
SL
302
Salomon & Ludwin
Virginia
$367K
CT
303
Cambridge Trust
Massachusetts
$358K +$54.5K +300 +16%
FWCM
304
Ferguson Wellman Capital Management
Oregon
$356K
FWP
305
Firethorn Wealth Partners
Georgia
$354K -$256K -1,413 -39%
PWM
306
Provident Wealth Management
Tennessee
$352K
AWA
307
Aaron Wealth Advisors
Illinois
$349K -$772K -4,251 -66%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$349K
FPCP
309
Fort Point Capital Partners
California
$349K +$4.36K +24 +1%
NP
310
NorthRock Partners
Minnesota
$345K
FTA
311
Financial & Tax Architects
Missouri
$343K -$3.27K -18 -0.8%
BTI
312
Blue Trust Inc
Georgia
$339K
LFAS
313
Level Four Advisory Services
Texas
$337K -$20K -110 -5%
LF
314
Lantz Financial
Illinois
$328K
HSBC Holdings
315
HSBC Holdings
United Kingdom
$325K
GT
316
Glenview Trust
Kentucky
$325K +$47.4K +261 +15%
RWP
317
RWA Wealth Partners
Massachusetts
$324K
MCC
318
Money Concepts Capital
Florida
$324K +$49.6K +273 +16%
AWM
319
Aprio Wealth Management
Georgia
$324K +$362K +1,992 New
SCM
320
Schnieders Capital Management
California
$323K -$1.09K -6 -0.3%
MIG
321
McGuire Investment Group
Rhode Island
$322K
TSS
322
Thomas Story & Son
Indiana
$322K
CA
323
Claro Advisors
Massachusetts
$319K
TI
324
Trexquant Investment
Connecticut
$316K +$25.6K +141 +8%
WIC
325
Willis Investment Counsel
Georgia
$315K +$10.9K +60 +3%