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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
576
Bradley Foster & Sargent
Connecticut
$581K +$242K +870 +84%
IC
577
Iconiq Capital
California
$574K +$1.11K +4 +0.2%
BBA
578
BLB&B Advisors
Pennsylvania
$570K -$317K -1,137 -38%
BBPWM
579
Blue Bell Private Wealth Management
Pennsylvania
$560K – – –
GT
580
Glenview Trust
Kentucky
$557K – – –
SW
581
SkyOak Wealth
Michigan
$556K -$557 -2 -0.1%
EWA
582
Evolution Wealth Advisors
Florida
$555K – – –
NI
583
Natural Investments
California
$555K +$509K +1,826 New
SAW
584
Signal Advisors Wealth
Michigan
$553K +$220K +789 +77%
VVP
585
Venture Visionary Partners
Ohio
$552K -$13.9K -50 -3%
AWM
586
Altus Wealth Management
Kentucky
$551K -$31.6M -113,489 -98%
OP
587
ORG Partners
Indiana
$545K +$419K +1,503 +511%
MWM
588
Modera Wealth Management
New Jersey
$544K +$286K +1,028 +135%
WIC
589
Willis Investment Counsel
Georgia
$542K – – –
RZH
590
Relyea Zuckerberg Hanson
Connecticut
$525K +$557 +2 +0.1%
BBWP
591
Beacon Bridge Wealth Partners
Pennsylvania
$525K – – –
AAS
592
Ameritas Advisory Services
Nebraska
$524K -$956K -3,432 -67%
AWMNH
593
Arcadia Wealth Management (New Hampshire)
New Hampshire
$521K -$8.08K -29 -2%
LA
594
Lifeworks Advisors
Michigan
$521K +$73.8K +265 +18%
AIM
595
Aspen Investment Management
Michigan
$517K – – –
TCWA
596
Turtle Creek Wealth Advisors
Texas
$512K +$469K +1,683 New
SC
597
Savant Capital
Illinois
$507K +$44K +158 +10%
AC
598
Apella Capital
Connecticut
$505K -$7.52K -27 -2%
ACA
599
Aptus Capital Advisors
Alabama
$505K +$14.5K +52 +3%
KBFS
600
Kohmann Bosshard Financial Services
Ohio
$501K – – –
22 23
24
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