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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
351
Cyndeo Wealth Partners
Florida
$969K -$1.29M -4,827 -58%
RW
352
RVW Wealth
California
$965K – – –
CCA
353
Checchi Capital Advisers
California
$951K – – –
USCWA
354
U.S. Capital Wealth Advisors
Texas
$943K +$63.9K +239 +8%
SSWM
355
Sheets Smith Wealth Management
North Carolina
$940K +$116K +433 +15%
VCM
356
Vivaldi Capital Management
Illinois
$938K -$1.6K -6 -0.2%
PL
357
Plancorp LLC
Missouri
$934K – – –
WWM
358
Western Wealth Management
Colorado
$933K -$1.34K -5 -0.1%
SAM
359
Sequent Asset Management
Texas
$932K +$5.61K +21 +0.6%
TF
360
Tudor Financial
Ohio
$931K +$899K +3,363 New
S
361
Sachetta
Massachusetts
$929K – – –
TF
362
Theory Financial
Colorado
$926K +$188K +704 +26%
EWA
363
EverSource Wealth Advisors
Alabama
$920K +$23.8K +89 +3%
PWM
364
PBMares Wealth Management
Virginia
$916K -$46K -172 -5%
SWP
365
ShoreHaven Wealth Partners
New Jersey
$911K +$250K +934 +40%
SMC
366
Smith, Moore & Co
Missouri
$910K +$56.9K +213 +7%
GRA
367
Golden Road Advisors
Florida
$904K – – –
GRP
368
Global Retirement Partners
California
$902K +$150K +561 +21%
RA
369
RFG Advisory
Alabama
$887K +$6.14K +23 +0.7%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$878K – – –
VWA
371
VERITY Wealth Advisors
United States
$862K – – –
RIG
372
RiverFront Investment Group
Virginia
$861K +$831K +3,111 New
BHBT
373
Burke & Herbert Bank & Trust
Virginia
$855K – – –
BBA
374
BLB&B Advisors
Pennsylvania
$853K -$41.4K -155 -5%
SPI
375
Sutton Place Investors
New York
$838K +$75.1K +281 +10%
13 14
15
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