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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSA
351
Tri-Star Advisors
Texas
$277K +$270K +1,564 New
AIP
352
Almanack Investment Partners
Pennsylvania
$275K +$278K +1,611 New
HPA
353
High Probability Advisors
New York
$275K
AssetMark Inc
354
AssetMark Inc
California
$270K -$128K -739 -32%
Citigroup
355
Citigroup
New York
$269K
OPA
356
Old Port Advisors
Maine
$266K
PAM
357
Palisade Asset Management
Minnesota
$264K -$5.01K -29 -2%
CPIG
358
Chicago Partners Investment Group
Illinois
$261K -$74.4K -431 -24%
PRWA
359
Platte River Wealth Advisors
Colorado
$259K
ATC
360
Argent Trust Co
Tennessee
$258K
GAM
361
Gould Asset Management
California
$257K
KWMG
362
King Wealth Management Group
Florida
$253K
LIM
363
Leavell Investment Management
Alabama
$251K
SGCA
364
Steel Grove Capital Advisors
Tennessee
$248K
FWM
365
Focused Wealth Management
New York
$246K -$4.83K -28 -2%
GLLW
366
Graves Light Lenhart Wealth
Virginia
$246K
SFA
367
Sequoia Financial Advisors
Ohio
$242K +$245K +1,419 New
CS
368
Comerica Securities
Michigan
$242K +$245K +1,419 New
DWA
369
Delap Wealth Advisory
Oregon
$241K +$244K +1,415 New
RBC
370
Romano Brothers & Co
Illinois
$240K -$17.3K -100 -7%
SHWM
371
Silicon Hills Wealth Management
Texas
$239K -$160K -926 -40%
VIM
372
Vista Investment Management
Pennsylvania
$238K
USCWA
373
U.S. Capital Wealth Advisors
Texas
$237K +$240K +1,391 New
FWP
374
Firethorn Wealth Partners
Georgia
$237K -$136K -790 -36%
IWM
375
IHT Wealth Management
Illinois
$235K +$863 +5 +0.4%