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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Whittier Trust
California
$352K
LNWWM
352
Laird Norton Wetherby Wealth Management
California
$351K -$12.6K -65 -4%
SOS
353
Silver Oak Securities
Tennessee
$345K +$324K +1,667 New
HNW
354
High Note Wealth
Minnesota
$345K
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$344K -$114K -585 -26%
KBFS
356
Kohmann Bosshard Financial Services
Ohio
$341K
UAS
357
United Asset Strategies
New York
$340K -$10M -51,551 -97%
BWM
358
Birchcreek Wealth Management
Ohio
$337K
Financial Engines Advisors
359
Financial Engines Advisors
California
$335K -$3.69K -19 -1%
TI
360
Trexquant Investment
Connecticut
$335K +$314K +1,616 New
HFA
361
High Falls Advisors
New York
$334K +$89.8K +462 +40%
HPA
362
High Probability Advisors
New York
$333K
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$328K -$2.92K -15 -0.9%
PAM
364
Palisade Asset Management
Minnesota
$320K
Wealth Enhancement Advisory Services
365
Wealth Enhancement Advisory Services
Minnesota
$319K
GC
366
Guidance Capital
Kentucky
$316K +$295K +1,518 New
PWM
367
Perigon Wealth Management
California
$316K +$62K +319 +26%
Baird Financial Group
368
Baird Financial Group
Wisconsin
$316K +$44.9K +231 +18%
PRWA
369
Platte River Wealth Advisors
Colorado
$315K
ATC
370
Argent Trust Co
Tennessee
$313K
GAM
371
Gould Asset Management
California
$312K
KWMG
372
King Wealth Management Group
Florida
$307K
AIP
373
Almanack Investment Partners
Pennsylvania
$305K +$194 +1 +0.1%
LIM
374
Leavell Investment Management
Alabama
$304K
SGCA
375
Steel Grove Capital Advisors
Tennessee
$301K