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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Klingman & Associates
401
Klingman & Associates
New York
$2.35M – – –
Spire Wealth Management
402
Spire Wealth Management
Virginia
$2.33M +$144K +423 +7%
RWA Wealth Partners
403
RWA Wealth Partners
Massachusetts
$2.32M +$924K +2,720 +67%
Coldstream Capital Management
404
Coldstream Capital Management
Washington
$2.3M -$28.5K -84 -1%
Diversified Trust
405
Diversified Trust
Tennessee
$2.3M -$10.2K -30 -0.4%
FF
406
Finley Financial
Nevada
$2.26M – – –
MWPCG
407
Measured Wealth Private Client Group
New Hampshire
$2.25M -$1.9M -5,581 -46%
BFG
408
Beacon Financial Group
Texas
$2.24M -$151K -443 -6%
PWM
409
Palumbo Wealth Management
New York
$2.23M +$2.21M +6,512 New
BMM
410
Berkshire Money Management
Massachusetts
$2.23M +$2.21M +6,500 New
RSWA
411
Robinson Smith Wealth Advisors
Maine
$2.22M – – –
Bailard
412
Bailard
California
$2.21M – – –
Lido Advisors
413
Lido Advisors
California
$2.19M -$494K -1,454 -18%
CAM
414
Capital Asset Management
Colorado
$2.16M +$2.08M +6,116 New
TCWA
415
Turtle Creek Wealth Advisors
Texas
$2.16M +$1.41M +4,137 +192%
CAG
416
Curtis Advisory Group
California
$2.15M -$22.8K -67 -1%
OP
417
ORG Partners
Indiana
$2.15M +$540K +1,589 +34%
ICP
418
Interchange Capital Partners
Pennsylvania
$2.15M -$58.4K -172 -3%
TWP
419
Tyche Wealth Partners
Texas
$2.14M +$382K +1,123 +22%
FFS
420
Founders Financial Securities
Maryland
$2.14M +$537K +1,580 +34%
Dynamic Advisor Solutions
421
Dynamic Advisor Solutions
Arizona
$2.13M -$253K -744 -11%
AWM
422
Alterna Wealth Management
Texas
$2.12M +$311K +916 +17%
Baker Avenue Asset Management
423
Baker Avenue Asset Management
California
$2.12M -$60.1K -177 -3%
RC
424
Rahlfs Capital
Texas
$2.09M – – –
PCA
425
Prosperity Capital Advisors
Ohio
$2.08M -$390K -1,148 -16%