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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Byrne Asset Management
New Jersey
$170K -$41.1K -220 -18%
CIAS
402
Capital Investment Advisory Services
North Carolina
$165K +$187 +1 +0.1%
GC
403
Garde Capital
Washington
$155K – – –
FPS
404
Fieldpoint Private Securities
Connecticut
$121K -$142K -759 -52%
GI
405
Gradient Investments
Minnesota
$116K – – –
GFP
406
Gryphon Financial Partners
Ohio
$114K +$123K +659 New
LWA
407
Lowe Wealth Advisors
Maryland
$113K – – –
WBC
408
West Branch Capital
Massachusetts
$112K +$374 +2 +0.3%
HWA
409
HHM Wealth Advisors
Tennessee
$109K – – –
OFG
410
Oxford Financial Group
Indiana
$95K – – –
TCCM
411
Timber Creek Capital Management
Massachusetts
$93K – – –
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$91K – – –
1IA
413
1834 Investment Advisors
Wisconsin
$85K +$91.6K +490 New
BWA
414
BDO Wealth Advisors
Florida
$82K +$187 +1 +0.2%
UCB
415
United Community Bank
South Carolina
$81.9K – – –
HFS
416
Heritage Financial Services
Massachusetts
$80K +$86.9K +465 New
RDFA
417
Ritter Daniher Financial Advisory
Ohio
$77K -$54.8K -293 -40%
Deutsche Bank
418
Deutsche Bank
Germany
$76K – – –
NSIM
419
North Star Investment Management
Illinois
$75K – – –
PMFA
420
Plante Moran Financial Advisors
Michigan
$73K – – –
AWM
421
Avior Wealth Management
Nebraska
$72K – – –
CIR
422
Clear Investment Research
Georgia
$71K +$76.8K +411 New
PA
423
PSI Advisors
Florida
$68K – – –
HI
424
Hudock Inc
Pennsylvania
$64K – – –
MPCG
425
Matrix Private Capital Group
New York
$56K – – –