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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
576
Financial Engines Advisors
California
$738K +$705K +2,218 New
FPW
577
Flagship Private Wealth
Massachusetts
$731K +$2.23K +7 +0.3%
CWM
578
Chemistry Wealth Management
New York
$729K – – –
UFF
579
USA Financial Formulas
Michigan
$723K -$123K -386 -15%
TCWA
580
Turtle Creek Wealth Advisors
Texas
$717K +$150K +472 +28%
LWMM
581
Legacy Wealth Management (Mississippi)
Mississippi
$716K +$62.6K +197 +10%
PGA
582
Portland Global Advisors
Maine
$715K – – –
Becker Capital Management
583
Becker Capital Management
Oregon
$708K -$14.6K -46 -2%
AWM
584
Activest Wealth Management
Florida
$706K +$674K +2,120 New
IWA
585
IBEX Wealth Advisors
New Jersey
$701K – – –
Savant Capital
586
Savant Capital
Illinois
$700K +$139K +437 +26%
BNMT
587
Bawa N Mallick Trust
New York
$699K – – –
MSS
588
Mitchell Sinkler & Starr
Pennsylvania
$698K – – –
NP
589
Nilsine Partners
Colorado
$670K +$640K +2,014 New
Aptus Capital Advisors
590
Aptus Capital Advisors
Alabama
$670K +$113K +355 +21%
PWM
591
Paulson Wealth Management
Illinois
$666K -$59.8K -188 -9%
Neuberger Berman Group
592
Neuberger Berman Group
New York
$663K +$7K +22 +1%
PGIM Custom Harvest
593
PGIM Custom Harvest
New Jersey
$662K +$633K +1,990 New
EPM
594
Elm Partners Management
Pennsylvania
$662K – – –
TFA
595
Transamerica Financial Advisors
Florida
$661K +$632K +1,988 New
DWM
596
DKM Wealth Management
California
$648K -$57.2K -180 -8%
AWM
597
Able Wealth Management
New Jersey
$647K +$191K +600 +45%
MWM
598
Maripau Wealth Management
Indiana
$644K +$279K +876 +83%
Curi RMB Capital
599
Curi RMB Capital
Illinois
$642K -$25.1K -79 -4%
TWP
600
Tempus Wealth Planning
California
$641K +$613K +1,927 New