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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Cyndeo Wealth Partners
Florida
$2M +$1.12M +3,912 +112%
WIA
327
Wealthedge Investment Advisors
New York
$1.98M -$17.8K -62 -0.8%
Bessemer Group
328
Bessemer Group
New Jersey
$1.96M +$1.34M +4,650 +179%
WLPWM
329
Walled Lake Planning & Wealth Management
Illinois
$1.93M +$1.15K +4 +0.1%
Montag & Associates
330
Montag & Associates
Georgia
$1.92M – – –
BAM
331
Beaumont Asset Management
Texas
$1.92M – – –
Ashton Thomas Private Wealth
332
Ashton Thomas Private Wealth
Arizona
$1.91M -$710K -2,473 -26%
KAS
333
KPP Advisory Services
Kentucky
$1.9M +$79K +275 +4%
AR
334
Apeiron RIA
Texas
$1.87M +$1.54M +5,379 +351%
MWA
335
Monograph Wealth Advisors
California
$1.87M +$2.87K +10 +0.1%
Klingman & Associates
336
Klingman & Associates
New York
$1.86M +$41.9K +146 +2%
Baker Avenue Asset Management
337
Baker Avenue Asset Management
California
$1.85M +$22.4K +78 +1%
RFP
338
RCS Financial Planning
Maryland
$1.85M +$832K +2,899 +74%
SF
339
SWP Financial
California
$1.83M +$1.94M +6,754 New
Sigma Planning Corp
340
Sigma Planning Corp
Michigan
$1.81M +$81.5K +284 +4%
CFCI
341
Comprehensive Financial Consultants Institutional
Indiana
$1.8M -$391K -1,360 -17%
PWM
342
Palumbo Wealth Management
New York
$1.79M +$21.5K +75 +1%
KIA
343
KCM Investment Advisors
California
$1.79M +$287 +1 +0%
Lido Advisors
344
Lido Advisors
California
$1.79M +$1.29M +4,479 +212%
EPW
345
Endeavor Private Wealth
Kansas
$1.77M +$1.88M +6,545 New
RSWA
346
Robinson Smith Wealth Advisors
Maine
$1.75M – – –
LF
347
Lantz Financial
Illinois
$1.7M +$1.22M +4,239 +207%
RFG Advisory
348
RFG Advisory
Alabama
$1.69M +$824K +2,871 +85%
CCFM
349
Clear Creek Financial Management
Washington
$1.68M -$777K -2,705 -30%
WFS
350
WealthGarden F.S.
California
$1.67M +$434K +1,511 +32%