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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Mission Wealth Management
California
$777K +$1.11K +4 +0.2%
GF
527
Gimbal Financial
Indiana
$776K – – –
KWA
528
Kingswood Wealth Advisors
California
$758K +$59.1K +212 +9%
EFG
529
Ethos Financial Group
Pennsylvania
$750K -$1.7M -6,109 -71%
CWS
530
Confluence Wealth Services
Pennsylvania
$746K +$1.11K +4 +0.2%
SAM
531
Smartleaf Asset Management
Massachusetts
$735K +$365K +1,309 +118%
DP
532
Dearborn Partners
Illinois
$731K +$57.1K +205 +21%
DT
533
Diversified Trust
Tennessee
$730K +$41K +147 +7%
PAM
534
Palisade Asset Management
Minnesota
$723K +$156K +559 +31%
AMG
535
Asset Management Group
Connecticut
$720K -$54.9K -197 -8%
GS
536
GTS Securities
Florida
$714K -$802K -2,880 -55%
HCMG
537
Howard Capital Management Group
California
$714K – – –
GSWM
538
Golden State Wealth Management
California
$712K +$173K +620 +36%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$710K +$22.3K +80 +4%
MFG
540
Magnus Financial Group
New York
$709K +$46.3K +166 +8%
LSA
541
Lansing Street Advisors
Pennsylvania
$700K -$29.8K -107 -4%
NS
542
NBC Securities
Alabama
$696K – – –
GC
543
Grimes & Company
Massachusetts
$693K -$12.8K -46 -2%
FPCP
544
Fort Point Capital Partners
California
$691K -$24.8K -89 -4%
SL
545
Salomon & Ludwin
Virginia
$690K – – –
TF
546
Tudor Financial
Ohio
$686K -$284K -1,018 -31%
TWP
547
Tyche Wealth Partners
Texas
$685K +$627K +2,252 New
AWE
548
Avidian Wealth Enterprises
Texas
$684K +$160K +576 +34%
WEG
549
World Equity Group
Illinois
$684K +$103K +368 +20%
BWM
550
Baron Wealth Management
Michigan
$681K – – –
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