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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
426
United Community Bank
South Carolina
$81K – – –
NSIM
427
North Star Investment Management
Illinois
$79.1K – – –
MAWA
428
Moss Adams Wealth Advisors
Washington
$77.6K +$78.6K +455 New
RDFA
429
Ritter Daniher Financial Advisory
Ohio
$76.1K – – –
TWD
430
True Wealth Design
Ohio
$75.1K +$76K +440 New
PMFA
431
Plante Moran Financial Advisors
Michigan
$72.1K – – –
AWM
432
Avior Wealth Management
Nebraska
$71.7K – – –
AWM
433
Abound Wealth Management
Tennessee
$68.2K +$22.3K +129 +48%
CFD
434
Creative Financial Designs
Indiana
$60.3K +$173 +1 +0.3%
GRP
435
Global Retirement Partners
California
$59.2K +$27.1K +157 +83%
MPCG
436
Matrix Private Capital Group
New York
$55.3K – – –
ICM
437
Islay Capital Management
Texas
$52.9K – – –
BC
438
Burleson & Co
California
$51.2K – – –
CJL
439
Cyrus J. Lawrence
New York
$51K – – –
PP
440
PrairieView Partners
Minnesota
$51K – – –
TWM
441
Tradition Wealth Management
Minnesota
$51K – – –
CIA
442
Choate Investment Advisors
Massachusetts
$45.9K +$46.4K +269 New
AF
443
Allworth Financial
California
$44.9K – – –
PA
444
PSI Advisors
Florida
$43.5K -$19.3K -112 -31%
BC
445
Barrett & Company
Rhode Island
$40.4K – – –
BFEC
446
Benjamin F. Edwards & Company
Missouri
$40K -$35.6K -206 -47%
NL
447
NVWM LLC
Pennsylvania
$36.2K -$10.4K -60 -22%
PTC
448
Private Trust Company
Ohio
$36K – – –
WT
449
Washington Trust
Rhode Island
$35.3K – – –
CMP
450
Coston McIsaac & Partners
Maine
$35K +$35.7K +207 New
16 17
18
19 20