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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
751
Aaron Wealth Advisors
Illinois
$378K – – –
WAS
752
Westco Advisory Services
New York
$376K +$372K +1,095 New
JSW
753
Journey Strategic Wealth
New Jersey
$373K – – –
CTWM
754
Cherry Tree Wealth Management
Minnesota
$372K -$123K -363 -25%
KIM
755
Kestra Investment Management
Texas
$366K +$44.2K +130 +14%
TTWM
756
TCV Trust & Wealth Management
Virginia
$366K -$18.7K -55 -5%
OL
757
Optas LLC
Texas
$366K – – –
MT
758
Midwest Trust
Kansas
$365K -$2.72K -8 -0.7%
OPWM
759
Oregon Pacific Wealth Management
Oregon
$364K +$361K +1,062 New
AMCA
760
Arthur M. Cohen & Associates
Illinois
$364K +$679 +2 +0.2%
GFG
761
Grantvest Financial Group
New Jersey
$363K -$91.4K -269 -20%
WN
762
Williams & Novak
California
$363K +$25.8K +76 +8%
MIM
763
Marco Investment Management
Georgia
$360K – – –
BPWM
764
Badgley Phelps Wealth Managers
Washington
$360K – – –
CFS
765
Coordinated Financial Services
Colorado
$360K +$356K +1,049 New
AC
766
AlphaCore Capital
California
$358K +$347K +1,020 +4,080%
FHC
767
First Horizon Corporation
Tennessee
$356K – – –
NRC
768
New Republic Capital
North Carolina
$355K +$95.1K +280 +37%
OLA
769
Oliver Luxxe Assets
New Jersey
$355K -$64.9K -191 -16%
WT
770
Whittier Trust
California
$353K -$4.76K -14 -1%
HP
771
Haven Private
Florida
$352K – – –
MWM
772
Melfa Wealth Management
Massachusetts
$352K -$8.49K -25 -2%
IA
773
Inspire Advisors
Idaho
$350K +$119K +351 +52%
ECA
774
Elevated Capital Advisors
Utah
$350K -$17.7K -52 -5%
SAM
775
Silvercrest Asset Management
New York
$350K – – –
29 30
31
32 33