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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
376
Prime Capital Investment Advisors
Kansas
$1.54M -$263K -786 -14%
SI
377
Stephens Inc
Arkansas
$1.54M -$66K -197 -4%
CAC
378
Certified Advisory Corp
Florida
$1.53M -$75.4K -225 -4%
CWM
379
Cedar Wealth Management
California
$1.52M – – –
BFA
380
Beacon Financial Advisory
Ohio
$1.52M +$216K +645 +16%
SP
381
Stonebrook Private
Michigan
$1.51M -$84.5K -252 -5%
AIM
382
Allen Investment Management
New York
$1.49M – – –
T
383
Tidemark
California
$1.47M -$7.33M -21,866 -83%
WWM
384
Western Wealth Management
Colorado
$1.46M -$12.1K -36 -0.8%
WP
385
WealthShield Partners
North Carolina
$1.45M -$9.55M -28,494 -86%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$1.44M +$11.7K +35 +0.8%
USCWA
387
U.S. Capital Wealth Advisors
Texas
$1.44M +$151K +450 +11%
CAM
388
Councilmark Asset Management
Tennessee
$1.42M – – –
RSF
389
Rik Saylor Financial
Ohio
$1.41M -$24.1K -72 -2%
CFMC
390
Curbstone Financial Management Corp
New Hampshire
$1.4M – – –
DWM
391
Darwin Wealth Management
Florida
$1.4M +$2.01K +6 +0.1%
SIS
392
Sound Income Strategies
Florida
$1.4M -$250K -745 -15%
MWP
393
Madison Wealth Partners
Wisconsin
$1.38M +$73.4K +219 +5%
WWM
394
WJ Wealth Management
Arizona
$1.37M – – –
BAM
395
Belpointe Asset Management
Nevada
$1.36M +$372K +1,110 +35%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$191K +570 +16%
CFO
397
Callan Family Office
Pennsylvania
$1.32M – – –
ECM
398
Evergreen Capital Management
Washington
$1.31M -$201K -601 -13%
BRWA
399
B. Riley Wealth Advisors
Florida
$1.31M -$3.43M -10,241 -71%
QCG
400
Quadrant Capital Group
Ohio
$1.3M – – –
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16
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