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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
626
Byrne Asset Management
New Jersey
$225K +$217K +813 New
SCM
627
Sheridan Capital Management
California
$225K – – –
SFG
628
SevenBridge Financial Group
Pennsylvania
$225K +$207K +776 New
GCP
629
GSA Capital Partners
United Kingdom
$224K -$230K -860 -52%
HB
630
HTLF Bank
Colorado
$223K – – –
APC
631
Aspire Private Capital
North Carolina
$223K +$22.2K +83 +12%
VPWA
632
Vestia Personal Wealth Advisors
Indiana
$223K -$267 -1 -0.1%
LL
633
LWMG LLC
Minnesota
$221K -$2.14K -8 -1%
CWC
634
Carolinas Wealth Consulting
North Carolina
$221K +$534 +2 +0.3%
WRM
635
Weybosset Research & Management
Rhode Island
$221K – – –
SW
636
Simplicity Wealth
New Jersey
$220K -$302K -1,131 -59%
PSP
637
Pacific Sage Partners
Washington
$220K – – –
SFC
638
Strategic Financial Concepts
Texas
$219K -$54.8M -205,285 -100%
W
639
WealthCollab
Washington
$218K – – –
CFD
640
Creative Financial Designs
Indiana
$216K +$144K +538 +222%
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$214K +$207K +775 New
PNAA
642
Pictet North America Advisors
Switzerland
$212K – – –
MWM
643
Modera Wealth Management
New Jersey
$210K – – –
CIAS
644
Capital Investment Advisory Services
North Carolina
$210K -$53.7K -201 -21%
RA
645
Rockingstone Advisors
Massachusetts
$208K -$334K -1,250 -63%
LWMM
646
Legacy Wealth Management (Mississippi)
Mississippi
$208K +$200K +750 New
AFA
647
American Financial Advisors
Georgia
$206K +$199K +745 New
TAM
648
TCP Asset Management
Ohio
$205K +$198K +740 New
CA
649
CoreCap Advisors
Michigan
$205K +$197K +739 New
CG
650
Caprock Group
Idaho
$203K -$29.4K -110 -13%
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