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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
601
Yukon Wealth Management
Kansas
$491K -$7.88K -22 -2%
RWA
602
Resolute Wealth Advisor
Ohio
$490K – – –
WWM
603
Waterway Wealth Management
Texas
$489K -$130K -364 -21%
NB
604
Nicolet Bankshares
Wisconsin
$486K +$471K +1,316 New
MFF
605
Michels Family Financial
Texas
$485K +$24K +67 +5%
ST
606
Spinnaker Trust
Maine
$484K – – –
AL
607
ADE LLC
Maryland
$483K – – –
MW
608
Maia Wealth
Colorado
$483K -$47.6K -133 -9%
Vanguard Personalized Indexing Management
609
Vanguard Personalized Indexing Management
California
$480K -$87K -243 -16%
SPA
610
Sound Portfolio Advisors
Connecticut
$479K – – –
NFG
611
Nations Financial Group
Iowa
$477K -$169K -472 -27%
BC
612
Bricktown Capital
Michigan
$473K – – –
Luther King Capital Management (LKCM)
613
Luther King Capital Management (LKCM)
Texas
$472K – – –
FWM
614
Focused Wealth Management
New York
$472K -$16.1K -45 -3%
JFGIW
615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471K +$184K +513 +66%
HWA
616
Hilltop Wealth Advisors
North Carolina
$471K -$26.5K -74 -5%
CWA
617
Capital Wealth Alliance
Arizona
$470K – – –
BFIM
618
Beese Fulmer Investment Management
Ohio
$469K – – –
MWA
619
Madson Wealth Advisors
California
$468K -$273K -761 -37%
SQA
620
Simon Quick Advisors
New Jersey
$468K +$1.07K +3 +0.2%
BW
621
Balance Wealth
Ohio
$464K -$31.2K -87 -6%
TF
622
Tompkins Financial
New York
$460K – – –
Betterment LLC
623
Betterment LLC
New York
$453K -$18.6K -52 -4%
KFSC
624
Keystone Financial Services (Colorado)
Colorado
$452K -$23.6K -66 -5%
PFG
625
PAX Financial Group
Texas
$451K -$49.4K -138 -10%