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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
476
Kingswood Wealth Advisors
California
$918K -$56.6K -158 -6%
FPF
477
First Pacific Financial
Washington
$913K -$9.31K -26 -1%
AIM
478
Advyzon Investment Management
Illinois
$908K -$190K -530 -18%
PAS
479
PKS Advisory Services
New York
$901K +$77.4K +216 +10%
T
480
Tidemark
California
$896K -$779K -2,175 -47%
FHA
481
Flagship Harbor Advisors
Massachusetts
$892K +$123K +343 +16%
VR
482
Vision Retirement
New Jersey
$891K -$86.7K -242 -9%
RW
483
RVW Wealth
California
$886K -$30.1K -84 -3%
TPWA
484
Twin Peaks Wealth Advisors
California
$880K +$238K +664 +38%
SFO
485
Stokes Family Office
Louisiana
$878K -$2.42M -6,763 -74%
HCMG
486
Howard Capital Management Group
California
$867K – – –
SCM
487
Schnieders Capital Management
California
$863K -$80.6K -225 -9%
NS
488
NBC Securities
Alabama
$862K +$3.94K +11 +0.5%
NHC
489
Nicholas Hoffman & Company
Georgia
$857K – – –
CWS
490
Confluence Wealth Services
Pennsylvania
$857K – – –
AMG
491
Asset Management Group
Connecticut
$842K +$1.07K +3 +0.1%
GC
492
Grimes & Company
Massachusetts
$842K +$1.43K +4 +0.2%
SL
493
Salomon & Ludwin
Virginia
$826K – – –
TFM
494
Trademark Financial Management
Minnesota
$824K -$86.7K -242 -10%
TCA
495
Trifecta Capital Advisors
Illinois
$816K – – –
SFP
496
Shepherd Financial Partners
Massachusetts
$811K -$1.62M -4,514 -67%
FPW
497
Flagship Private Wealth
Massachusetts
$809K +$1.43K +4 +0.2%
LC
498
Lavelle Capital
California
$803K +$716 +2 +0.1%
GRA
499
Golden Road Advisors
Florida
$798K – – –
LFWA
500
LiftPoint Family Wealth Advisors
New Jersey
$796K -$149K -417 -16%
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