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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Plancorp LLC
451
Plancorp LLC
Missouri
$914K – – –
SAM
452
Sequent Asset Management
Texas
$912K – – –
S
453
Sachetta
Massachusetts
$909K – – –
SSWM
454
Sheets Smith Wealth Management
North Carolina
$902K -$19.2K -67 -2%
PWM
455
PBMares Wealth Management
Virginia
$896K – – –
SFG
456
Sovereign Financial Group
Connecticut
$896K +$651K +2,267 +218%
TF
457
Tudor Financial
Ohio
$886K -$25.8K -90 -3%
TF
458
Theory Financial
Colorado
$885K -$27.6K -96 -3%
Ferguson Wellman Capital Management
459
Ferguson Wellman Capital Management
Oregon
$859K -$287 -1 -0%
UFF
460
USA Financial Formulas
Michigan
$856K -$85.6K -298 -9%
BBA
461
Braun-Bostich & Associates
Pennsylvania
$854K +$906K +3,155 New
VWA
462
VERITY Wealth Advisors
United States
$843K – – –
World Investment Advisors
463
World Investment Advisors
California
$843K +$488K +1,701 +120%
First Trust Advisors
464
First Trust Advisors
Illinois
$840K +$88.4K +308 +11%
Western Wealth Management
465
Western Wealth Management
Colorado
$836K -$287 -1 -0%
BHBT
466
Burke & Herbert Bank & Trust
Virginia
$827K -$9.48K -33 -1%
GWP
467
Gen-Wealth Partners
Michigan
$817K +$237K +827 +38%
BBA
468
BLB&B Advisors
Pennsylvania
$815K – – –
TCA
469
Transcend Capital Advisors
New Jersey
$815K +$313K +1,091 +57%
DIP
470
DT Investment Partners
Pennsylvania
$812K – – –
AWM
471
Alterna Wealth Management
Texas
$811K +$860K +2,996 New
SWP
472
Summit Wealth Partners
Florida
$808K +$519K +1,808 +154%
BFA
473
Beacon Financial Advisory
Ohio
$806K +$184K +640 +27%
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$783K +$436K +1,518 +110%
PCA
475
Prosperity Capital Advisors
Ohio
$779K -$171K -596 -17%