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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
526
Frank Rimerman Advisors
California
$303K – – –
TW
527
TritonPoint Wealth
Maryland
$300K -$66.6K -282 -21%
AF
528
Allworth Financial
California
$299K -$223K -944 -44%
AFC
529
AFT Forsyth & Company
Florida
$299K – – –
BFIM
530
Beese Fulmer Investment Management
Ohio
$299K – – –
SS
531
Sunbelt Securities
Texas
$299K +$253K +1,071 +771%
SFA
532
Sequoia Financial Advisors
Ohio
$297K +$236 +1 +0.1%
IAIM
533
International Assets Investment Management
Florida
$295K +$33K +140 +13%
PS
534
Planned Solutions
California
$295K – – –
NEPWA
535
New England Private Wealth Advisors
Massachusetts
$295K +$236 +1 +0.1%
LWA
536
Lantern Wealth Advisors
New York
$293K -$167K -709 -37%
SWP
537
Summit Wealth Partners
Florida
$291K -$8.02K -34 -3%
APW
538
Austin Private Wealth
Texas
$289K -$10.5M -44,415 -97%
CPSAC
539
Chas P. Smith & Associates (CPS)
Florida
$287K -$86.1K -365 -24%
SDWMA
540
Schneider Downs Wealth Management Advisors
Pennsylvania
$286K – – –
EFG
541
Ethos Financial Group
Pennsylvania
$285K +$272K +1,152 New
SC
542
Savant Capital
Illinois
$285K +$13.2K +56 +5%
O3W
543
Omni 360 Wealth
New Jersey
$282K -$151K -639 -36%
CS
544
Cannell & Spears
New York
$279K +$266K +1,126 New
BW
545
BIP Wealth
Georgia
$277K – – –
NFG
546
Nations Financial Group
Iowa
$277K -$36.1K -153 -12%
SW
547
Simplicity Wealth
New Jersey
$276K -$1.01M -4,279 -79%
BFG
548
Bleakley Financial Group
New Jersey
$276K -$12.5K -53 -5%
BP
549
Ballentine Partners
Massachusetts
$275K -$26K -110 -9%
OL
550
Optas LLC
Texas
$275K – – –
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