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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
451
Toth Financial Advisory
Virginia
$23K – – –
CWM
452
Curi Wealth Management
North Carolina
$22K +$23.4K +125 New
SWM
453
Sugarloaf Wealth Management
Georgia
$21K +$187 +1 +0.8%
APA
454
American Portfolios Advisors
New York
$20.8K -$143K -764 -86%
SWA
455
SOA Wealth Advisors
New York
$18K -$4.49K -24 -18%
ACA
456
Aptus Capital Advisors
Alabama
$18K – – –
JPLA
457
Joseph P. Lucia & Associates
New York
$17K – – –
OA
458
Operose Advisors
Wisconsin
$17K – – –
SIC
459
Salem Investment Counselors
North Carolina
$17K +$18.3K +98 New
BWM
460
Baystate Wealth Management
Massachusetts
$16K – – –
TFM
461
TFC Financial Management
Massachusetts
$16K – – –
CI
462
CX Institutional
Indiana
$16K +$17.4K +93 New
TC
463
Trust Company
Kansas
$15K – – –
HI
464
Harbour Investments
Wisconsin
$15K +$15.9K +85 New
ANBT
465
American National Bank & Trust
Texas
$14K – – –
TVWM
466
Tower View Wealth Management
Wisconsin
$13K -$11.2K -60 -45%
EWM
467
Evermay Wealth Management
Virginia
$13K – – –
AIM
468
Anchor Investment Management
South Carolina
$11K – – –
FWA
469
FSC Wealth Advisors
New York
$11K -$5.98K -32 -33%
GWM
470
Geneos Wealth Management
Colorado
$11K – – –
BCMLT
471
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K – – –
EIP
472
Ellis Investment Partners
Pennsylvania
$9K – – –
MWM
473
Mascoma Wealth Management
New Hampshire
$9K – – –
PFSC
474
Peoples Financial Services Corp
Pennsylvania
$9K – – –
PFA
475
Professional Financial Advisors
Nebraska
$9K +$9.72K +52 New
17 18
19
20 21