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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Cedar Wealth Management
California
$1.75M
BAM
352
Belpointe Asset Management
Nevada
$1.74M +$176K +490 +11%
NAS
353
NWF Advisory Services
California
$1.73M -$1.21M -3,380 -42%
AIM
354
Allen Investment Management
New York
$1.72M
SP
355
Stonebrook Private
Michigan
$1.71M -$23.3K -65 -1%
IWA
356
Icon Wealth Advisors
Texas
$1.7M -$150K -418 -8%
HCM
357
Hengehold Capital Management
Ohio
$1.69M +$909K +2,537 +122%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$1.65M -$6.81K -19 -0.4%
JWM
359
Jackson Wealth Management
Florida
$1.65M -$19.4M -54,229 -92%
CAM
360
Councilmark Asset Management
Tennessee
$1.64M
SL
361
Sentinus LLC
Illinois
$1.63M -$13.9M -38,708 -90%
MWPCG
362
Measured Wealth Private Client Group
New Hampshire
$1.62M -$459K -1,281 -22%
CFMC
363
Curbstone Financial Management Corp
New Hampshire
$1.61M
RSF
364
Rik Saylor Financial
Ohio
$1.61M -$10.7K -30 -0.7%
Nuveen
365
Nuveen
North Carolina
$1.61M +$1.57M +4,391 New
FWP
366
Firethorn Wealth Partners
Georgia
$1.6M -$1.63M -4,563 -51%
WWM
367
WJ Wealth Management
Arizona
$1.58M
MWP
368
Madison Wealth Partners
Wisconsin
$1.58M -$3.94K -11 -0.3%
AWM
369
Axxcess Wealth Management
California
$1.55M +$1.52M +4,240 New
DWM
370
Darwin Wealth Management
Florida
$1.55M -$60.5K -169 -4%
GSWM
371
Golden State Wealth Management
California
$1.55M -$297K -829 -16%
NP
372
NorthRock Partners
Minnesota
$1.54M -$480K -1,341 -24%
CAC
373
Certified Advisory Corp
Florida
$1.53M -$227K -635 -13%
CFO
374
Callan Family Office
Pennsylvania
$1.52M
PP
375
PDS Planning
Ohio
$1.5M +$1.47M +4,101 New