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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
451
Chicago Partners Investment Group
Illinois
$522K
LWA
452
Lantern Wealth Advisors
New York
$511K +$108K +404 +28%
WIC
453
Willis Investment Counsel
Georgia
$510K
BBPWM
454
Blue Bell Private Wealth Management
Pennsylvania
$510K +$13.1K +49 +3%
Citadel Advisors
455
Citadel Advisors
Florida
$509K +$60.1K +225 +14%
GT
456
Glenview Trust
Kentucky
$507K
EWA
457
Evolution Wealth Advisors
Florida
$505K
PAM
458
Palisade Asset Management
Minnesota
$503K
AWA
459
Arkadios Wealth Advisors
Georgia
$499K +$164K +614 +52%
TPW
460
Transatlantique Private Wealth
New York
$498K +$480K +1,798 New
AC
461
Apella Capital
Connecticut
$489K +$5.08K +19 +1%
NP
462
NorthRock Partners
Minnesota
$482K +$1.34K +5 +0.3%
BBWP
463
Beacon Bridge Wealth Partners
Pennsylvania
$482K -$1.34K -5 -0.3%
TVM
464
True Vision MN
Minnesota
$479K +$12.6K +47 +3%
AWA
465
Arete Wealth Advisors
Illinois
$477K -$578K -2,162 -56%
RZH
466
Relyea Zuckerberg Hanson
Connecticut
$476K +$534 +2 +0.1%
BFA
467
Beacon Financial Advisory
Ohio
$475K +$252K +945 +122%
TCWA
468
Turtle Creek Wealth Advisors
Texas
$474K
CA
469
Calton & Associates
Florida
$472K +$455K +1,704 New
AIM
470
Aspen Investment Management
Michigan
$470K
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$469K
IAN
472
Integrated Advisors Network
Texas
$462K -$67.6K -253 -13%
AIA
473
Accelerate Investment Advisors
California
$458K +$442K +1,656 New
DP
474
Dearborn Partners
Illinois
$456K
KBFS
475
Kohmann Bosshard Financial Services
Ohio
$455K