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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Concorde Asset Management
Michigan
$536K -$146K -437 -21%
QCA
577
Quantify Chaos Advisors
New York
$531K +$559K +1,668 New
WIC
578
Willis Investment Counsel
Georgia
$526K – – –
KBFS
579
Kohmann Bosshard Financial Services
Ohio
$523K – – –
UAS
580
United Asset Strategies
New York
$523K – – –
HUB Investment Partners
581
HUB Investment Partners
Texas
$520K +$316K +942 +136%
SHIM
582
Stone House Investment Management
Pennsylvania
$518K -$27.4M -81,813 -98%
Americana Partners
583
Americana Partners
Texas
$516K +$231K +690 +74%
Vident Advisory
584
Vident Advisory
Georgia
$515K – – –
OE
585
OFS Enterprise
Nebraska
$512K +$540K +1,611 New
HPA
586
High Probability Advisors
New York
$512K – – –
AF
587
Advisornet Financial
Minnesota
$512K -$84.8K -253 -14%
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$511K -$9.39K -28 -2%
Brookstone Capital Management
589
Brookstone Capital Management
Illinois
$511K -$12.8M -38,183 -96%
BC
590
BDFS Capital
Delaware
$510K -$66.7K -199 -11%
AP
591
Advisors Preferred
Maryland
$509K +$536K +1,600 New
Envestnet Portfolio Solutions
592
Envestnet Portfolio Solutions
Illinois
$501K -$339M -1,010,768 -100%
KWMG
593
King Wealth Management Group
Florida
$499K -$8.72K -26 -2%
Vanguard Personalized Indexing Management
594
Vanguard Personalized Indexing Management
California
$495K +$57.7K +172 +12%
RWA
595
Resolute Wealth Advisor
Ohio
$490K +$517K +1,542 New
OPA
596
Old Port Advisors
Maine
$487K +$59.3K +177 +13%
SteelPeak Wealth
597
SteelPeak Wealth
California
$480K -$27.4M -81,703 -98%
HWM
598
HighMark Wealth Management
Minnesota
$466K -$24.5K -73 -5%
LWM
599
LongView Wealth Management
Georgia
$463K -$310K -926 -41%
MW
600
Maia Wealth
Colorado
$462K -$108K -321 -18%