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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
301
Kingsview Wealth Management
Oregon
$2.33M -$2.06M -6,160 -46%
OCG
302
Opus Capital Group
Ohio
$2.32M – – –
WIA
303
Wealthedge Investment Advisors
New York
$2.3M -$12.7K -38 -0.5%
EL
304
EQ LLC
Washington
$2.29M +$89.5K +267 +4%
Klingman & Associates
305
Klingman & Associates
New York
$2.27M +$94.9K +283 +4%
BAM
306
Beaumont Asset Management
Texas
$2.25M – – –
Choreo LLC
307
Choreo LLC
Illinois
$2.23M -$524K -1,563 -18%
71 West Capital Partners
308
71 West Capital Partners
Massachusetts
$2.23M +$22.8K +68 +1%
AE Wealth Management
309
AE Wealth Management
Kansas
$2.22M -$44.7M -133,298 -95%
Independent Advisor Alliance
310
Independent Advisor Alliance
North Carolina
$2.21M +$2.1M +6,269 +909%
TIM
311
Tortoise Investment Management
New York
$2.2M -$10.1K -30 -0.4%
WPW
312
Watershed Private Wealth
Illinois
$2.16M -$9.36M -27,917 -80%
RWA Wealth Partners
313
RWA Wealth Partners
Massachusetts
$2.15M – – –
WLPWM
314
Walled Lake Planning & Wealth Management
Illinois
$2.14M -$80.5K -240 -3%
SFP
315
Shepherd Financial Partners
Massachusetts
$2.14M -$28.6M -85,242 -93%
PEA
316
Park Edge Advisors
Ohio
$2.12M +$2.23M +6,658 New
IAS
317
Integrity Advisory Solutions
Texas
$2.11M +$419K +1,249 +23%
Baird Financial Group
318
Baird Financial Group
Wisconsin
$2.1M -$4.46M -13,290 -67%
FF
319
Finley Financial
Nevada
$2.09M -$11.7K -35 -0.5%
BFG
320
Beacon Financial Group
Texas
$2.07M -$6.37K -19 -0.3%
RSWA
321
Robinson Smith Wealth Advisors
Maine
$2.06M – – –
Dynamic Advisor Solutions
322
Dynamic Advisor Solutions
Arizona
$2.06M +$88.8K +265 +4%
Bailard
323
Bailard
California
$2.05M – – –
Lido Advisors
324
Lido Advisors
California
$2.04M -$32.9K -98 -2%
PWM
325
Palumbo Wealth Management
New York
$2.04M -$33.5K -100 -2%