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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
476
Theory Financial
Colorado
$1.03M +$5.85K +21 +0.6%
PL
477
Plancorp LLC
Missouri
$1.03M – – –
D
478
Dentgroup
Louisiana
$1.03M -$13.9K -50 -1%
SFG
479
Sovereign Financial Group
Connecticut
$1.03M +$17.6K +63 +2%
SAM
480
Sequent Asset Management
Texas
$1.02M – – –
WWM
481
Western Wealth Management
Colorado
$1.02M +$70.8K +254 +8%
PWM
482
PBMares Wealth Management
Virginia
$1.01M – – –
AFW
483
Avantra Family Wealth
Pennsylvania
$1,000K +$389K +1,397 +74%
SPI
484
Sutton Place Investors
New York
$983K -$46K -165 -5%
LWA
485
Lantern Wealth Advisors
New York
$974K +$892K +3,201 New
BFA
486
Beacon Financial Advisory
Ohio
$971K +$60.2K +216 +7%
GWP
487
Gen-Wealth Partners
Michigan
$968K +$46.5K +167 +6%
FWCM
488
Ferguson Wellman Capital Management
Oregon
$965K – – –
FFN
489
Focus Financial Network
Minnesota
$965K +$219K +786 +33%
S
490
Sachetta
Massachusetts
$960K -$55.7K -200 -6%
APC
491
Aspire Private Capital
North Carolina
$956K +$199K +714 +29%
VWA
492
VERITY Wealth Advisors
United States
$948K – – –
IA
493
IFG Advisory
Georgia
$930K +$269K +967 +46%
BHBT
494
Burke & Herbert Bank & Trust
Virginia
$930K – – –
DIP
495
DT Investment Partners
Pennsylvania
$913K – – –
SIS
496
Sound Income Strategies
Florida
$882K +$790K +2,836 +4,574%
SFA
497
Sequoia Financial Advisors
Ohio
$870K +$73.6K +264 +10%
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$868K -$11.7K -42 -1%
OSAM
499
O'Shaughnessy Asset Management
Connecticut
$867K +$58.2K +209 +8%
AWM
500
Ameliora Wealth Management
Switzerland
$866K – – –
18 19
20
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