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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
501
PBMares Wealth Management
Virginia
$1.1M
FPAS
502
Focus Partners Advisor Solutions
Missouri
$1.1M +$398K +1,253 +62%
SPI
503
Sutton Place Investors
New York
$1.08M +$318 +1 +0%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$1.07M -$79.5K -250 -7%
AWM
505
Apex Wealth Management
New Hampshire
$1.06M +$1.01M +3,189 New
FWCM
506
Ferguson Wellman Capital Management
Oregon
$1.06M
S
507
Sachetta
Massachusetts
$1.05M
SWP
508
Strategic Wealth Partners
Ohio
$1.05M +$902K +2,836 +906%
First Trust Advisors
509
First Trust Advisors
Illinois
$1.04M -$828K -2,604 -45%
VWA
510
VERITY Wealth Advisors
United States
$1.04M
VWM
511
Venturi Wealth Management
Texas
$1.03M +$124K +390 +14%
LFA
512
LGT Financial Advisors
Texas
$1.02M +$123K +386 +14%
BHBT
513
Burke & Herbert Bank & Trust
Virginia
$1.02M
AHB
514
Abner Herrman & Brock
New Jersey
$1.02M +$971K +3,053 New
AIM
515
Advyzon Investment Management
Illinois
$1M +$738K +2,320 +333%
DIP
516
DT Investment Partners
Pennsylvania
$999K
SWP
517
Semus Wealth Partners
Florida
$983K +$495K +1,555 +111%
TF
518
Theory Financial
Colorado
$982K -$119K -373 -11%
BIG
519
Brookwood Investment Group
Arizona
$964K -$317K -998 -26%
FCFC
520
First Citizens Financial Corp
Iowa
$964K +$88.1K +277 +11%
AWM
521
Ameliora Wealth Management
Switzerland
$947K
SAW
522
Signal Advisors Wealth
Michigan
$943K +$323K +1,016 +56%
PWM
523
Provident Wealth Management
Tennessee
$938K
MFIM
524
Mesirow Financial Investment Management
Illinois
$937K +$318 +1 +0%
RIS
525
Richmond Investment Services
Wisconsin
$937K +$468K +1,473 +110%