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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
326
Arete Wealth Advisors
Illinois
$1.2M +$278K +1,323 +33%
SPAS
327
Spectrum Planning & Advisory Services
California
$1.19M +$1.12M +5,348 New
HP
328
Holistic Planning
Texas
$1.18M +$1.11M +5,274 New
UFF
329
USA Financial Formulas
Michigan
$1.14M +$841K +4,000 +356%
KWM
330
Kingsview Wealth Management
Oregon
$1.14M -$617K -2,932 -36%
AWE
331
Avidian Wealth Enterprises
Texas
$1.14M +$1.07M +5,082 New
AHB
332
Abner Herrman & Brock
New Jersey
$1.13M – – –
BPA
333
Beacon Pointe Advisors
California
$1.13M -$4.63K -22 -0.4%
PA
334
PFG Advisors
Arizona
$1.13M +$1.06M +5,050 New
QWP
335
Quotient Wealth Partners
Texas
$1.11M +$1.05M +4,970 New
CA
336
Clearstead Advisors
Ohio
$1.1M – – –
CIA
337
Concurrent Investment Advisors
Florida
$1.08M +$1.01M +4,818 New
CWM
338
Cedar Wealth Management
California
$1.07M – – –
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$82.2K +391 +9%
CM
340
Columbus Macro
Pennsylvania
$1.06M – – –
CWP
341
Cyndeo Wealth Partners
Florida
$1.06M +$997K +4,743 New
CFO
342
Callan Family Office
Pennsylvania
$1.06M – – –
EFG
343
Ehrlich Financial Group
California
$1.05M +$990K +4,707 New
AIM
344
Allen Investment Management
New York
$1.05M -$236K -1,121 -19%
CFMC
345
Curbstone Financial Management Corp
New Hampshire
$1.04M -$42.1K -200 -4%
VP
346
Verum Partners
North Carolina
$1.04M +$4.84K +23 +0.5%
ICG
347
InterOcean Capital Group
Tennessee
$1.02M -$269K -1,278 -22%
XF
348
XML Financial
Maryland
$1.02M -$210 -1 -0%
AIA
349
Alternative Investment Advisors
Florida
$1.01M +$950K +4,519 New
CC
350
Copperleaf Capital
North Carolina
$1M +$946K +4,498 New
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