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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
626
Welch Group
Alabama
$227K – – –
BAM
627
Byrne Asset Management
New Jersey
$225K +$217K +813 New
SCM
628
Sheridan Capital Management
California
$225K – – –
SFG
629
SevenBridge Financial Group
Pennsylvania
$225K +$207K +776 New
GCP
630
GSA Capital Partners
United Kingdom
$224K -$230K -860 -52%
HB
631
HTLF Bank
Colorado
$223K – – –
APC
632
Aspire Private Capital
North Carolina
$223K +$22.2K +83 +12%
VPWA
633
Vestia Personal Wealth Advisors
Indiana
$223K -$267 -1 -0.1%
LL
634
LWMG LLC
Minnesota
$221K -$2.14K -8 -1%
CWC
635
Carolinas Wealth Consulting
North Carolina
$221K +$534 +2 +0.3%
WRM
636
Weybosset Research & Management
Rhode Island
$221K – – –
SW
637
Simplicity Wealth
New Jersey
$220K -$302K -1,131 -59%
PSP
638
Pacific Sage Partners
Washington
$220K – – –
SFC
639
Strategic Financial Concepts
Texas
$219K +$211K +789 +26,300%
W
640
WealthCollab
Washington
$218K – – –
CFD
641
Creative Financial Designs
Indiana
$216K +$144K +538 +222%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$214K +$207K +775 New
PNAA
643
Pictet North America Advisors
Switzerland
$212K – – –
MWM
644
Modera Wealth Management
New Jersey
$210K – – –
CIAS
645
Capital Investment Advisory Services
North Carolina
$210K -$53.7K -201 -21%
RA
646
Rockingstone Advisors
Massachusetts
$208K -$334K -1,250 -63%
LWMM
647
Legacy Wealth Management (Mississippi)
Mississippi
$208K +$200K +750 New
AFA
648
American Financial Advisors
Georgia
$206K +$199K +745 New
TAM
649
TCP Asset Management
Ohio
$205K +$198K +740 New
CA
650
CoreCap Advisors
Michigan
$205K +$197K +739 New
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