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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
451
Linscomb Wealth
Texas
$939K – – –
SFG
452
Sovereign Financial Group
Connecticut
$931K -$1.85M -5,524 -65%
SAM
453
Smartleaf Asset Management
Massachusetts
$923K -$231K -690 -19%
MFIM
454
Mesirow Financial Investment Management
Illinois
$912K +$83.8K +250 +10%
PWM
455
Provident Wealth Management
Tennessee
$896K – – –
LF
456
Lantz Financial
Illinois
$894K -$4.53M -13,511 -83%
AHB
457
Abner Herrman & Brock
New Jersey
$892K -$83.8K -250 -8%
ECAM
458
East Coast Asset Management
Massachusetts
$873K – – –
AI
459
Atria Investments
North Carolina
$863K -$49.9M -148,765 -98%
SFM
460
Signet Financial Management
New Jersey
$859K -$4.92M -14,682 -84%
MWM
461
Mission Wealth Management
California
$855K +$41.6K +124 +5%
VR
462
Vision Retirement
New Jersey
$852K -$59.3K -177 -6%
AT
463
American Trust
Kentucky
$849K -$5.03K -15 -0.6%
KWA
464
Kingswood Wealth Advisors
California
$848K -$569K -1,697 -39%
TF
465
Theory Financial
Colorado
$847K -$213K -634 -19%
AWM
466
Apex Wealth Management
New Hampshire
$843K -$13.4K -40 -1%
AIA
467
Accelerate Investment Advisors
California
$833K -$1.06M -3,158 -55%
PAM
468
Palisade Asset Management
Minnesota
$829K -$32.5K -97 -4%
PCA
469
Pallas Capital Advisors
Massachusetts
$825K -$1.54M -4,590 -64%
LFWA
470
LiftPoint Family Wealth Advisors
New Jersey
$825K -$5.56M -16,587 -86%
VCM
471
Vivaldi Capital Management
Illinois
$823K – – –
SCM
472
Schnieders Capital Management
California
$822K -$1.34K -4 -0.2%
ITIM
473
Indiana Trust & Investment Management
Indiana
$817K – – –
GT
474
Glenview Trust
Kentucky
$817K +$247K +738 +40%
SC
475
Soundwatch Capital
Connecticut
$814K – – –
17 18
19
20 21