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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
301
Simplicity Wealth
New Jersey
$4.79M +$178K +524 +4%
LIP
302
Lynch Investment Planning
Pennsylvania
$4.73M +$4.69M +13,796 New
NW
303
NewEdge Wealth
Pennsylvania
$4.64M – – –
KWM
304
Kingsview Wealth Management
Oregon
$4.63M +$443K +1,303 +11%
BP
305
BBR Partners
New York
$4.61M – – –
BPA
306
Beacon Pointe Advisors
California
$4.54M +$2.38M +6,992 +112%
PRAG
307
Portfolio Resources Advisor Group
Florida
$4.53M +$4.49M +13,222 New
DWA
308
Davis Wealth Advisors
New Hampshire
$4.46M +$4.42M +13,012 New
DAS
309
Diversify Advisory Services
Utah
$4.4M +$1.31M +3,842 +43%
PWS
310
Peloton Wealth Strategists
Indiana
$4.39M +$101K +296 +2%
JWM
311
JPL Wealth Management
Colorado
$4.39M -$1.93M -5,667 -31%
GIA
312
Gladstone Institutional Advisory
Florida
$4.36M +$941K +2,771 +28%
RA
313
RFG Advisory
Alabama
$4.33M +$119K +349 +3%
RFP
314
RCS Financial Planning
Maryland
$4.31M +$262K +771 +7%
DWM
315
Dakota Wealth Management
Florida
$4.26M -$427K -1,258 -9%
HPC
316
HM Payson & Co
Maine
$4.23M -$74.1K -218 -2%
MWM
317
Meridian Wealth Management
Kentucky
$4.14M +$908K +2,673 +28%
BWMG
318
Barnes Wealth Management Group
California
$4.09M -$19K -56 -0.5%
MG
319
Mather Group
Illinois
$4.04M +$73.4K +216 +2%
FHC
320
First Heartland Consultants
Missouri
$4M +$53K +156 +1%
SCA
321
St. Clair Advisors
Ohio
$3.96M -$238K -700 -6%
HWA
322
Heritage Wealth Advisors
Virginia
$3.94M – – –
CPG
323
Cornerstone Planning Group
New Jersey
$3.94M +$316K +929 +9%
RWS
324
Retirement Wealth Solutions
Wisconsin
$3.85M +$81.5K +240 +2%
MYIA
325
Mount Yale Investment Advisors
Colorado
$3.82M +$3.17M +9,334 +515%
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