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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
726
SBI Securities
Japan
$425K +$38.7K +114 +10%
CIA
727
Choate Investment Advisors
Massachusetts
$423K – – –
FRA
728
Frank Rimerman Advisors
California
$420K – – –
SHA
729
Seneca House Advisors
Virginia
$419K +$679 +2 +0.2%
OFS
730
OneAscent Financial Services
Alabama
$417K +$2.98M +8,773 New
RBC
731
Romano Brothers & Co
Illinois
$417K -$18.7K -55 -4%
SDWMA
732
Schneider Downs Wealth Management Advisors
Pennsylvania
$415K – – –
AFC
733
AFT Forsyth & Company
Florida
$415K – – –
BFIM
734
Beese Fulmer Investment Management
Ohio
$415K – – –
SIA
735
Stegner Investment Associates
Kentucky
$413K +$14.3K +42 +4%
NEPWA
736
New England Private Wealth Advisors
Massachusetts
$412K +$679 +2 +0.2%
LWIC
737
Leith Wheeler Investment Counsel
British Columbia, Canada
$412K – – –
MAMG
738
Milestone Asset Management Group
Connecticut
$406K – – –
GT
739
Greenleaf Trust
Michigan
$402K – – –
RFA
740
Resurgent Financial Advisors
Georgia
$401K +$4.76K +14 +1%
GWA
741
Gutierrez Wealth Advisory
Arkansas
$400K +$1.02K +3 +0.3%
HNW
742
High Note Wealth
Minnesota
$400K – – –
CF
743
Centaurus Financial
California
$399K -$94.1K -277 -19%
MFF
744
Michels Family Financial
Texas
$386K +$68.6K +202 +22%
SS
745
Sunbelt Securities
Texas
$381K +$4.42K +13 +1%
CS
746
Cannell & Spears
New York
$381K +$2.38K +7 +0.6%
BP
747
Ballentine Partners
Massachusetts
$381K – – –
BAM
748
BOS Asset Management
Illinois
$380K – – –
YWM
749
Yukon Wealth Management
Kansas
$379K +$173K +509 +84%
BRPW
750
Ballast Rock Private Wealth
South Carolina
$378K +$374K +1,102 New
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