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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
476
Naples Global Advisors
Florida
$758K -$5.74K -20 -0.7%
GRA
477
Golden Road Advisors
Florida
$749K – – –
AWA
478
Arkadios Wealth Advisors
Georgia
$745K +$275K +959 +54%
ECAM
479
East Coast Asset Management
Massachusetts
$744K – – –
CA
480
CoreCap Advisors
Michigan
$743K +$706K +2,460 +866%
LIA
481
LifePlan Investment Advisors
North Carolina
$742K +$786K +2,738 New
DWM
482
DKM Wealth Management
California
$739K +$49.1K +171 +7%
VWM
483
Venturi Wealth Management
Texas
$732K +$766K +2,666 +7,016%
IIA
484
Integrity Investment Advisors
Colorado
$731K +$775K +2,700 New
TWP
485
Triad Wealth Partners
Kansas
$725K +$769K +2,677 New
PAS
486
PKS Advisory Services
New York
$718K -$169K -587 -18%
VCM
487
Vivaldi Capital Management
Illinois
$716K -$190K -662 -20%
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$715K +$373K +1,300 +97%
BSHC
489
Breed's Hill Capital
Massachusetts
$704K – – –
SCM
490
Schnieders Capital Management
California
$704K -$54.6K -190 -7%
SFA
491
Sequoia Financial Advisors
Ohio
$703K +$79.8K +278 +12%
ITIM
492
Indiana Trust & Investment Management
Indiana
$696K – – –
AMG
493
Asset Management Group
Connecticut
$694K +$861 +3 +0.1%
SC
494
Soundwatch Capital
Connecticut
$693K – – –
FCFC
495
First Citizens Financial Corp
Iowa
$693K +$8.61K +30 +1%
MWM
496
Mission Wealth Management
California
$690K +$1.15K +4 +0.2%
GF
497
Gimbal Financial
Indiana
$690K – – –
ICP
498
Interchange Capital Partners
Pennsylvania
$684K +$725K +2,525 New
RF
499
RHS Financial
California
$672K +$15.8K +55 +2%
APC
500
Aspire Private Capital
North Carolina
$657K +$355K +1,236 +104%
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