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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Coldstream Capital Management
401
Coldstream Capital Management
Washington
$1.21M +$269K +936 +26%
TPI
402
Trust Point Inc
Wisconsin
$1.21M – – –
Benjamin Edwards Inc
403
Benjamin Edwards Inc
Missouri
$1.19M +$672K +2,341 +115%
TWG
404
The Wealth Group
Minnesota
$1.18M +$1.26M +4,375 New
GWP
405
Gateway Wealth Partners
Wisconsin
$1.18M +$1.25M +4,342 New
Brighton Jones LLC
406
Brighton Jones LLC
Washington
$1.17M +$233K +810 +23%
SP
407
Stonebrook Private
Michigan
$1.17M +$44.8K +156 +4%
CC
408
Copperleaf Capital
North Carolina
$1.17M +$1.24M +4,310 New
SSWM
409
Strait & Sound Wealth Management
California
$1.16M +$562K +1,957 +85%
BW
410
Blalock Williams
Alabama
$1.15M +$814K +2,834 +201%
XF
411
XML Financial
Maryland
$1.15M -$86.7K -302 -7%
PWMAG
412
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$89K +310 +8%
BWMG
413
Barnes Wealth Management Group
California
$1.14M +$976K +3,398 +418%
PWM
414
Prosperity Wealth Management
California
$1.12M -$788K -2,745 -40%
RWA Wealth Partners
415
RWA Wealth Partners
Massachusetts
$1.12M -$899K -3,132 -43%
GF
416
Gries Financial
Ohio
$1.11M -$2.06M -7,179 -64%
MWP
417
Madison Wealth Partners
Wisconsin
$1.11M -$12.6K -44 -1%
HCMT
418
Highland Capital Management (Tennessee)
Tennessee
$1.11M – – –
FHA
419
Flagship Harbor Advisors
Massachusetts
$1.11M +$797K +2,774 +212%
BMM
420
Berkshire Money Management
Massachusetts
$1.1M -$99.9K -348 -8%
NCM
421
Northside Capital Management
Oregon
$1.1M +$49.7K +173 +4%
VP
422
Verum Partners
North Carolina
$1.09M -$75.2K -262 -6%
CAM
423
CPA Asset Management
Florida
$1.06M – – –
GWMR
424
GC Wealth Management RIA
Massachusetts
$1.05M -$1.15K -4 -0.1%
SMC
425
Smith, Moore & Co
Missouri
$1.05M +$71.2K +248 +7%