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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
426
Theory Financial
Colorado
$539K -$291K -1,232 -36%
WCG
427
Weaver Consulting Group
California
$538K
PWM
428
Provident Wealth Management
Tennessee
$536K
FPCP
429
Fort Point Capital Partners
California
$529K -$4.48K -19 -0.9%
SW
430
SkyOak Wealth
Michigan
$526K -$19.4K -82 -4%
CAC
431
Certified Advisory Corp
Florida
$525K +$501K +2,124 New
FCFC
432
First Citizens Financial Corp
Iowa
$520K +$18.6K +79 +4%
MSS
433
Mitchell Sinkler & Starr
Pennsylvania
$519K
DT
434
Diversified Trust
Tennessee
$512K -$9.44K -40 -2%
LF
435
Lantz Financial
Illinois
$508K -$1.07M -4,547 -69%
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$507K -$4.38M -18,557 -90%
MIS
437
Morningstar Investment Services
Illinois
$502K -$1.27M -5,390 -73%
BBWP
438
Beacon Bridge Wealth Partners
Pennsylvania
$501K -$549K -2,327 -53%
EFG
439
Ehrlich Financial Group
California
$500K -$634K -2,687 -57%
IAN
440
Integrated Advisors Network
Texas
$498K -$11.5M -48,689 -96%
FTWA
441
Fifth Third Wealth Advisors
Ohio
$497K +$169K +715 +55%
PS
442
Principal Securities
Iowa
$496K -$80.2K -340 -14%
NS
443
NBC Securities
Alabama
$496K +$7.55K +32 +2%
AC
444
Apella Capital
Connecticut
$496K +$236 +1 +0%
HSBC Holdings
445
HSBC Holdings
United Kingdom
$495K
RA
446
Rockingstone Advisors
Massachusetts
$495K
B
447
Bellecapital
Switzerland
$494K
LFAS
448
Level Four Advisory Services
Texas
$492K
EWA
449
Emergent Wealth Advisors
New York
$488K +$466K +1,973 New
1WM
450
1900 Wealth Management
Texas
$481K -$71.3K -302 -13%