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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
676
Ullmann Wealth Partners Group
Florida
$271K – – –
CWM
677
Cornerstone Wealth Management
Missouri
$268K -$25.8K -90 -8%
CPSAC
678
Chas P. Smith & Associates (CPS)
Florida
$265K -$12.9K -45 -4%
HKIMG
679
Hutchens & Kramer Investment Management Group
Indiana
$265K +$281K +980 New
TTWM
680
TCV Trust & Wealth Management
Virginia
$261K – – –
TWCA
681
Two West Capital Advisors
Kansas
$261K +$288K +1,004 New
FWM
682
ForthRight Wealth Management
Georgia
$261K -$13.8K -48 -5%
KFG
683
Kelly Financial Group
Connecticut
$259K -$3.16K -11 -1%
CL
684
CLG LLC
California
$258K -$2.58K -9 -0.9%
SWP
685
Semus Wealth Partners
Florida
$258K +$273K +952 New
Greenleaf Trust
686
Greenleaf Trust
Michigan
$257K – – –
HA
687
Hanover Advisors
South Carolina
$257K – – –
TCM
688
Traynor Capital Management
Pennsylvania
$255K +$287 +1 +0.1%
FM
689
Foster & Motley
Ohio
$255K -$60.6K -211 -18%
LWM
690
Lyell Wealth Management
California
$255K – – –
FCA
691
FLC Capital Advisors
California
$253K – – –
T
692
Transce3nd
Texas
$253K +$97.1K +338 +57%
CA
693
Crewe Advisors
Utah
$253K – – –
CWM
694
Chronos Wealth Management
Florida
$251K -$22.1K -77 -8%
Congress Wealth Management
695
Congress Wealth Management
Massachusetts
$248K +$262K +911 New
First Merchants Corp
696
First Merchants Corp
Indiana
$248K – – –
Focus Partners Advisor Solutions
697
Focus Partners Advisor Solutions
Missouri
$245K +$8.9K +31 +4%
PCM
698
Payne Capital Management
New York
$244K – – –
TSS
699
Thomas Story & Son
Indiana
$244K – – –
WA
700
Wealth Architects
California
$244K – – –