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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
351
Concentric Wealth Management
California
$951K – – –
QWP
352
Quotient Wealth Partners
Texas
$947K +$123K +493 +16%
EWA
353
EP Wealth Advisors
California
$930K -$46.8K -187 -5%
RW
354
RVW Wealth
California
$921K +$872K +3,486 New
PWM
355
PBMares Wealth Management
Virginia
$920K – – –
CCM
356
Coldstream Capital Management
Washington
$915K -$32.3K -129 -4%
CCA
357
Checchi Capital Advisers
California
$908K – – –
SWP
358
Stratos Wealth Partners
Ohio
$898K -$15.5K -62 -2%
VCM
359
Vivaldi Capital Management
Illinois
$898K – – –
FAIM
360
Financial Advocates Investment Management
Washington
$897K -$5.97M -23,859 -88%
PCA
361
Prosperity Capital Advisors
Ohio
$893K -$22.8K -91 -3%
WWM
362
Western Wealth Management
Colorado
$893K +$21.3K +85 +3%
PL
363
Plancorp LLC
Missouri
$892K – – –
GRA
364
Golden Road Advisors
Florida
$891K – – –
SW
365
SVB Wealth
Massachusetts
$890K – – –
SAM
366
Sequent Asset Management
Texas
$884K +$33.3K +133 +4%
S
367
Sachetta
Massachusetts
$874K – – –
EWA
368
EverSource Wealth Advisors
Alabama
$858K -$29K -116 -3%
BBA
369
BLB&B Advisors
Pennsylvania
$856K -$72.3K -289 -8%
RA
370
RFG Advisory
Alabama
$841K +$46.8K +187 +6%
FWCM
371
Ferguson Wellman Capital Management
Oregon
$838K +$7.76K +31 +1%
USCWA
372
U.S. Capital Wealth Advisors
Texas
$838K +$223K +892 +39%
VWA
373
VERITY Wealth Advisors
United States
$823K – – –
BHBT
374
Burke & Herbert Bank & Trust
Virginia
$816K +$773K +3,088 New
SMC
375
Smith, Moore & Co
Missouri
$813K +$5K +20 +0.7%
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15
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