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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
376
Checchi Capital Advisers
California
$992K – – –
SSWM
377
Sheets Smith Wealth Management
North Carolina
$981K – – –
DAS
378
Diversify Advisory Services
Utah
$978K +$385K +1,345 +65%
RA
379
RFG Advisory
Alabama
$976K +$49.5K +173 +5%
USCWA
380
U.S. Capital Wealth Advisors
Texas
$976K -$8.87K -31 -0.9%
PL
381
Plancorp LLC
Missouri
$975K – – –
SAM
382
Sequent Asset Management
Texas
$973K – – –
SW
383
SVB Wealth
Massachusetts
$973K +$963K +3,367 New
TF
384
Theory Financial
Colorado
$972K -$286 -1 -0%
TF
385
Tudor Financial
Ohio
$971K – – –
PFS
386
Prospera Financial Services
Texas
$970K -$92.4K -323 -9%
S
387
Sachetta
Massachusetts
$969K – – –
MWM
388
Meridian Wealth Management
Kentucky
$969K +$678K +2,370 +241%
VCM
389
Vivaldi Capital Management
Illinois
$968K -$24.3K -85 -3%
PWM
390
PBMares Wealth Management
Virginia
$956K – – –
SWP
391
ShoreHaven Wealth Partners
New Jersey
$949K -$2.29K -8 -0.2%
SIA
392
SeaBridge Investment Advisors
New Jersey
$942K -$458K -1,601 -33%
EWA
393
EverSource Wealth Advisors
Alabama
$937K -$23.5K -82 -2%
PAS
394
PKS Advisory Services
New York
$936K +$927K +3,239 New
RCM
395
Riggs Capital Management
Utah
$923K +$914K +3,196 New
FWCM
396
Ferguson Wellman Capital Management
Oregon
$916K – – –
OWCM
397
One Wealth Capital Management
Arizona
$915K +$906K +3,167 New
VWA
398
VERITY Wealth Advisors
United States
$900K – – –
WWM
399
Western Wealth Management
Colorado
$892K -$81.5K -285 -8%
BHBT
400
Burke & Herbert Bank & Trust
Virginia
$892K – – –
14 15
16
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