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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
T
526
TNF
Montana
$345K -$4.28K -16 -1%
HNW
527
High Note Wealth
Minnesota
$344K -$22.2K -83 -6%
FM
528
Foster & Motley
Ohio
$342K +$330K +1,234 New
1WM
529
1900 Wealth Management
Texas
$342K -$67.3K -252 -17%
FRA
530
Frank Rimerman Advisors
California
$339K – – –
AF
531
Advisornet Financial
Minnesota
$339K +$153K +573 +88%
BPC
532
Banque Pictet & Cie
Switzerland
$338K – – –
SLG
533
Stanley-Laman Group
Pennsylvania
$336K +$22.4K +84 +17%
AFC
534
AFT Forsyth & Company
Florida
$335K – – –
BFIM
535
Beese Fulmer Investment Management
Ohio
$335K – – –
LWIC
536
Leith Wheeler Investment Counsel
British Columbia, Canada
$332K – – –
NEPWA
537
New England Private Wealth Advisors
Massachusetts
$331K +$267 +1 +0.1%
CWM
538
Cornerstone Wealth Management
Missouri
$330K -$3.21K -12 -1%
BPWM
539
Badgley Phelps Wealth Managers
Washington
$330K +$318K +1,191 New
RJT
540
Raymond James Trust
Florida
$326K +$85.2K +319 +37%
SWP
541
Summit Wealth Partners
Florida
$325K – – –
IWM
542
IHT Wealth Management
Illinois
$325K +$26.2K +98 +9%
SS
543
Sunbelt Securities
Texas
$324K -$3.74K -14 -1%
FIM
544
Freedom Investment Management
Connecticut
$322K +$310K +1,162 New
KWA
545
Kingswood Wealth Advisors
California
$321K +$93.2K +349 +43%
SDWMA
546
Schneider Downs Wealth Management Advisors
Pennsylvania
$320K – – –
AIP
547
Almanack Investment Partners
Pennsylvania
$315K -$64.1K -240 -17%
APW
548
Austin Private Wealth
Texas
$313K -$802 -3 -0.3%
CS
549
Cannell & Spears
New York
$312K +$267 +1 +0.1%
FHA
550
Flagship Harbor Advisors
Massachusetts
$311K +$301K +1,125 New
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