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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
351
Peoples Bank (Ohio)
Ohio
$294K – – –
AIM
352
Aspen Investment Management
Michigan
$293K – – –
WT
353
Whittier Trust
California
$293K – – –
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$292K – – –
AP
355
Advisor Partners
California
$291K -$77.7K -416 -20%
HWM
356
HighMark Wealth Management
Minnesota
$287K – – –
KBFS
357
Kohmann Bosshard Financial Services
Ohio
$284K +$56.1K +300 +22%
UAS
358
United Asset Strategies
New York
$283K – – –
BWM
359
Birchcreek Wealth Management
Ohio
$281K – – –
HPA
360
High Probability Advisors
New York
$278K – – –
OPA
361
Old Port Advisors
Maine
$274K – – –
Citigroup
362
Citigroup
New York
$272K – – –
HNW
363
High Note Wealth
Minnesota
$267K +$289K +1,549 New
AWM
364
Adams Wealth Management
Utah
$265K +$287K +1,534 New
PRWA
365
Platte River Wealth Advisors
Colorado
$262K – – –
ATC
366
Argent Trust Co
Tennessee
$260K – – –
GAM
367
Gould Asset Management
California
$260K – – –
Marshall Wace
368
Marshall Wace
United Kingdom
$258K +$280K +1,500 New
FC
369
Forte Capital
New York
$256K -$463K -2,480 -63%
KWMG
370
King Wealth Management Group
Florida
$256K – – –
LIM
371
Leavell Investment Management
Alabama
$254K – – –
SMC
372
Smith, Moore & Co
Missouri
$254K – – –
SGCA
373
Steel Grove Capital Advisors
Tennessee
$251K – – –
GLLW
374
Graves Light Lenhart Wealth
Virginia
$249K – – –
FWM
375
Focused Wealth Management
New York
$242K -$4.3K -23 -2%