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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
476
Crewe Advisors
Utah
$122K – – –
NSIM
477
North Star Investment Management
Illinois
$114K – – –
GRP
478
Global Retirement Partners
California
$105K +$63.1K +303 +136%
OSAM
479
O'Shaughnessy Asset Management
Connecticut
$103K – – –
UCB
480
United Community Bank
South Carolina
$95.3K – – –
MAWA
481
Moss Adams Wealth Advisors
Washington
$91.6K – – –
TCCM
482
Timber Creek Capital Management
Massachusetts
$89.9K – – –
GI
483
Gradient Investments
Minnesota
$89.3K -$47.9K -230 -34%
CCA
484
Column Capital Advisors
Indiana
$89.3K – – –
RDFA
485
Ritter Daniher Financial Advisory
Ohio
$89.3K – – –
FDCC
486
Foster Dykema Cabot & Co
Massachusetts
$87K – – –
CIA
487
Cape Investment Advisory
Georgia
$86.3K +$2.29K +11 +3%
PMFA
488
Plante Moran Financial Advisors
Michigan
$84.8K – – –
FIA
489
FNY Investment Advisers
New York
$80K +$83.3K +400 New
ACA
490
Aptus Capital Advisors
Alabama
$78.5K +$81.5K +391 New
BL
491
Balentine LLC
Georgia
$76.6K – – –
AF
492
Allworth Financial
California
$76.4K -$4.38K -21 -5%
AWM
493
Avior Wealth Management
Nebraska
$73K -$5.83K -28 -7%
MPCG
494
Matrix Private Capital Group
New York
$65.2K – – –
ICM
495
Islay Capital Management
Texas
$62.2K – – –
BF
496
BOK Financial
Oklahoma
$60K -$10.4K -50 -14%
PP
497
PrairieView Partners
Minnesota
$60K – – –
TWM
498
Tradition Wealth Management
Minnesota
$60K – – –
RW
499
RVW Wealth
California
$57.4K +$59.6K +286 New
CT
500
Cambridge Trust
Massachusetts
$56K -$5.21K -25 -8%
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20
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