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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
651
Arthur M. Cohen & Associates
Illinois
$406K +$716 +2 +0.2%
BP
652
Ballentine Partners
Massachusetts
$406K – – –
BAM
653
BOS Asset Management
Illinois
$405K – – –
TCOV
654
Trust Company of Vermont
Vermont
$403K +$395K +1,102 New
CF
655
Centaurus Financial
California
$403K -$37.6K -105 -9%
BPWM
656
Badgley Phelps Wealth Managers
Washington
$401K – – –
ACM
657
Advance Capital Management
Michigan
$400K +$82.7K +231 +27%
EP
658
Evelyn Partners
$400K +$1.05M +2,926 New
CTWM
659
Cherry Tree Wealth Management
Minnesota
$397K – – –
SF
660
Schaeffer Financial
Maryland
$394K -$7.88K -22 -2%
ECA
661
Elevated Capital Advisors
Utah
$393K +$17.2K +48 +5%
WIA
662
World Investment Advisors
California
$390K -$42.6K -119 -9%
OL
663
Optas LLC
Texas
$390K – – –
TTWM
664
TCV Trust & Wealth Management
Virginia
$390K – – –
HSA
665
HBK Sorce Advisory
Pennsylvania
$390K +$358 +1 +0.1%
MIM
666
Marco Investment Management
Georgia
$384K – – –
WAS
667
Westco Advisory Services
New York
$383K -$12.2K -34 -3%
ADL
668
Asset Dedication LLC
California
$383K – – –
FPW
669
Fairvoy Private Wealth
Alabama
$382K +$67.3K +188 +22%
CPA
670
Capital Performance Advisors
California
$381K +$373K +1,042 New
HC
671
Hourglass Capital
Texas
$381K +$36.5K +102 +11%
FHC
672
First Horizon Corporation
Tennessee
$380K – – –
WT
673
Whittier Trust
California
$378K – – –
AOWM
674
Asset One Wealth Management
Washington
$378K +$143K +400 +65%
AWA
675
Alta Wealth Advisors
Massachusetts
$378K -$114K -317 -23%
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