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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMI
601
Clare Market Investments
Texas
$248K
GWM
602
Global Wealth Management
New Jersey
$245K +$237K +887 New
DWP
603
Daymark Wealth Partners
Ohio
$245K +$802 +3 +0.3%
SWA
604
Sax Wealth Advisors
New Jersey
$244K +$235K +881 New
AG
605
AlTi Global
New York
$244K +$235K +880 New
RDFA
606
Ritter Daniher Financial Advisory
Ohio
$241K
CTA
607
Chesley Taft & Associates
Illinois
$241K
ESB
608
Essex Savings Bank
Connecticut
$241K
HWMC
609
Heritage Wealth Management (California)
California
$241K
NC
610
Napatree Capital
Rhode Island
$241K
SWM
611
SigFig Wealth Management
California
$239K +$267 +1 +0.1%
AMCA
612
Arthur M. Cohen & Associates
Illinois
$239K +$534 +2 +0.2%
GPFA
613
Game Plan Financial Advisors
Ohio
$239K
SIA
614
Soltis Investment Advisors
Utah
$237K +$10.7K +40 +5%
GLA
615
Good Life Advisors
Pennsylvania
$236K +$228K +854 New
EW
616
Enzi Wealth
Texas
$235K
MSAM
617
Moloney Securities Asset Management
Missouri
$234K
HI
618
Harbour Investments
Wisconsin
$234K +$11K +41 +5%
CS
619
Capital Square
Tennessee
$231K +$223K +836 New
AWA
620
Aaron Wealth Advisors
Illinois
$229K
AWE
621
Avidian Wealth Enterprises
Texas
$228K +$1.34K +5 +0.6%
WA
622
WBH Advisory
Maryland
$228K -$2.67K -10 -1%
BB
623
Bell Bank
North Dakota
$227K
MIG
624
McGuire Investment Group
Rhode Island
$227K
WG
625
Welch Group
Alabama
$227K