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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UW
526
Unique Wealth
Florida
$1.11M -$163K -480 -13%
AIA
527
Arcadia Investment Advisors
Idaho
$1.11M -$50.6K -149 -4%
SWP
528
Semus Wealth Partners
Florida
$1.11M +$91.7K +270 +9%
TCA
529
Transcend Capital Advisors
New Jersey
$1.1M -$529K -1,558 -33%
SPI
530
Sutton Place Investors
New York
$1.1M -$9.17K -27 -0.8%
RIS
531
Richmond Investment Services
Wisconsin
$1.09M +$127K +374 +13%
SSW
532
Smith Shellnut Wilson
Mississippi
$1.09M +$1.08M +3,181 New
FWCM
533
Ferguson Wellman Capital Management
Oregon
$1.09M
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$1.09M +$564K +1,659 +110%
BAM
535
Belpointe Asset Management
Nevada
$1.08M +$208K +611 +24%
First Trust Advisors
536
First Trust Advisors
Illinois
$1.08M +$3.74K +11 +0.4%
VWA
537
VERITY Wealth Advisors
United States
$1.07M
LWM
538
Lifetime Wealth Management
Texas
$1.07M +$1.06M +3,112 New
VWM
539
Venturi Wealth Management
Texas
$1.07M -$679 -2 -0.1%
AHB
540
Abner Herrman & Brock
New Jersey
$1.05M
TWP
541
Triad Wealth Partners
Kansas
$1.03M +$76.4K +225 +8%
DIP
542
DT Investment Partners
Pennsylvania
$1.03M
LW
543
Linscomb Wealth
Texas
$1.01M +$1M +2,953 New
SAW
544
Signal Advisors Wealth
Michigan
$1M +$31.6K +93 +3%
LA
545
Lifeworks Advisors
Michigan
$1M +$105K +309 +12%
D
546
Dentgroup
Louisiana
$981K -$201K -591 -17%
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$980K +$47.6K +140 +5%
VR
548
Vision Retirement
New Jersey
$979K +$970K +2,854 New
GM
549
GeoWealth Management
Illinois
$978K -$2.42M -7,113 -71%
CS
550
Capital Square
Tennessee
$968K +$191K +561 +25%