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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$639K -$115K -343 -15%
PWM
527
Paulson Wealth Management
Illinois
$636K
UBS AM
528
UBS AM
Illinois
$632K +$559K +1,669 +526%
AWM
529
Aprio Wealth Management
Georgia
$630K +$13.1K +39 +2%
CI
530
CX Institutional
Indiana
$625K -$9.39K -28 -1%
Neuberger Berman Group
531
Neuberger Berman Group
New York
$624K -$1.01K -3 -0.2%
BBPWM
532
Blue Bell Private Wealth Management
Pennsylvania
$612K -$39.2K -117 -6%
BWM
533
Baron Wealth Management
Michigan
$611K -$106K -316 -14%
PFA
534
Portland Financial Advisors
New York
$609K
BFS
535
Bradley Foster & Sargent
Connecticut
$607K
EFG
536
Ethos Financial Group
Pennsylvania
$607K -$7.84M -23,375 -93%
UFF
537
USA Financial Formulas
Michigan
$606K -$33.9K -101 -5%
IC
538
Iconiq Capital
California
$603K +$335 +1 +0.1%
RA
539
RFG Advisory
Alabama
$603K -$3.59M -10,718 -85%
BRPW
540
Ballast Rock Private Wealth
South Carolina
$602K +$265K +790 +72%
CWMK
541
Caliber Wealth Management (Kansas)
Kansas
$601K -$4.02K -12 -0.6%
IAAG
542
Innovative Asset Advisors Group
Connecticut
$598K +$630K +1,880 New
TD Asset Management
543
TD Asset Management
Ontario, Canada
$597K +$44.9K +134 +8%
MWM
544
Modera Wealth Management
New Jersey
$595K +$47.9K +143 +8%
RFP
545
RCS Financial Planning
Maryland
$591K -$3.59M -10,706 -85%
CRC
546
Curi RMB Capital
Illinois
$590K -$23.8K -71 -4%
BBA
547
BLB&B Advisors
Pennsylvania
$589K
AFG
548
Atomi Financial Group
New York
$588K +$20.1K +60 +3%
BWM
549
BCGM Wealth Management
Indiana
$586K +$82.8K +247 +15%
MYIA
550
Mount Yale Investment Advisors
Colorado
$586K -$3.12M -9,303 -83%