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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
676
Choate Investment Advisors
Massachusetts
$411K – – –
OLA
677
Oliver Luxxe Assets
New Jersey
$408K -$72.8K -229 -16%
FRA
678
Frank Rimerman Advisors
California
$408K – – –
SHA
679
Seneca House Advisors
Virginia
$406K +$318 +1 +0.1%
SI
680
Shaker Investments
Ohio
$406K +$388K +1,219 New
SDWMA
681
Schneider Downs Wealth Management Advisors
Pennsylvania
$403K -$59.5K -187 -13%
AFC
682
AFT Forsyth & Company
Florida
$403K – – –
BFIM
683
Beese Fulmer Investment Management
Ohio
$403K – – –
LWIC
684
Leith Wheeler Investment Counsel
British Columbia, Canada
$399K – – –
NEPWA
685
New England Private Wealth Advisors
Massachusetts
$399K +$318 +1 +0.1%
WGC
686
Watts Gwilliam & Co
Arizona
$398K – – –
MAMG
687
Milestone Asset Management Group
Connecticut
$394K – – –
GT
688
Greenleaf Trust
Michigan
$390K – – –
VC
689
Veracity Capital
Georgia
$390K +$107K +335 +40%
CFD
690
Creative Financial Designs
Indiana
$390K -$64.6K -203 -15%
HNW
691
High Note Wealth
Minnesota
$388K – – –
GWA
692
Gutierrez Wealth Advisory
Arkansas
$387K +$954 +3 +0.3%
SIA
693
Stegner Investment Associates
Kentucky
$386K +$369K +1,161 New
FLPIM
694
F.L. Putnam Investment Management
Massachusetts
$385K -$41.3K -130 -10%
RFA
695
Resurgent Financial Advisors
Georgia
$384K +$367K +1,154 New
SIG
696
Spinnaker Investment Group
California
$383K +$366K +1,151 New
BW
697
BIP Wealth
Georgia
$381K +$31.2K +98 +9%
SS
698
SBI Securities
Japan
$374K +$42.6K +134 +14%
TTWM
699
TCV Trust & Wealth Management
Virginia
$373K – – –
HH
700
Hilltop Holdings
Texas
$370K +$144K +452 +68%
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