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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
576
Frank Rimerman Advisors
California
$274K – – –
BP
577
Ballentine Partners
Massachusetts
$273K – – –
AFC
578
AFT Forsyth & Company
Florida
$270K – – –
BFIM
579
Beese Fulmer Investment Management
Ohio
$270K – – –
SWP
580
Summit Wealth Partners
Florida
$270K +$26.7K +127 +12%
MOS
581
MGO One Seven
Ohio
$270K +$254K +1,208 New
LIA
582
LifePlan Investment Advisors
North Carolina
$270K +$254K +1,207 New
SFA
583
Sequoia Financial Advisors
Ohio
$268K +$210 +1 +0.1%
PS
584
Planned Solutions
California
$266K – – –
NEPWA
585
New England Private Wealth Advisors
Massachusetts
$266K +$841 +4 +0.3%
AWM
586
Able Wealth Management
New Jersey
$265K +$249K +1,186 New
BFG
587
Bleakley Financial Group
New Jersey
$261K – – –
SS
588
Simplicity Solutions
Minnesota
$261K – – –
IWM
589
IHT Wealth Management
Illinois
$259K -$7.15K -34 -3%
SDWMA
590
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K +$243K +1,156 New
RFA
591
Resurgent Financial Advisors
Georgia
$252K +$237K +1,129 New
BW
592
BIP Wealth
Georgia
$250K – – –
OL
593
Optas LLC
Texas
$248K – – –
OFG
594
Oxford Financial Group
Indiana
$245K +$35.8K +170 +18%
SC
595
Savant Capital
Illinois
$245K -$25.7K -122 -10%
BHPW
596
Beverly Hills Private Wealth
California
$245K +$230K +1,095 New
CCG
597
Catalina Capital Group
California
$244K +$230K +1,093 New
CWM
598
Chronos Wealth Management
Florida
$241K – – –
P
599
&Partners
Tennessee
$240K +$229K +1,090 New
SIC
600
Sterling Investment Counsel
New York
$240K – – –
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