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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
751
Prosperity Consulting Group
Maryland
$257K -$245K -730 -47%
TCA
752
Transcend Capital Advisors
New Jersey
$257K -$807K -2,407 -75%
FWM
753
ForthRight Wealth Management
Georgia
$256K – – –
WA
754
WBH Advisory
Maryland
$254K – – –
MSFS
755
Main Street Financial Solutions
Pennsylvania
$253K -$13.4K -40 -5%
BEI
756
Benjamin Edwards Inc
Missouri
$253K -$2.57M -7,653 -91%
AWM
757
Ameliora Wealth Management
Switzerland
$252K – – –
MIG
758
McGuire Investment Group
Rhode Island
$251K – – –
W
759
WealthCollab
Washington
$250K – – –
SEM
760
Suncoast Equity Management
Florida
$250K – – –
EFS
761
Essex Financial Services
Connecticut
$248K -$23.5K -70 -8%
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$247K – – –
PNAA
763
Pictet North America Advisors
Switzerland
$243K – – –
JMNC
764
J. Mark Nickell & Co
Tennessee
$243K -$10.1K -30 -4%
TP
765
TritonPoint Partners
Maryland
$242K +$255K +762 New
PWP
766
Perfromance Wealth Partners
Illinois
$240K – – –
AFA
767
American Financial Advisors
Georgia
$240K +$1.01K +3 +0.4%
LAS
768
LWM Advisory Services
Florida
$240K +$38.9K +116 +18%
AT
769
Arlington Trust
Alabama
$239K -$33.5K -100 -12%
JIG
770
Junk Investment Group
Maryland
$239K +$251K +750 New
BWM
771
Birchcreek Wealth Management
Ohio
$238K -$11.7K -35 -4%
EPW
772
Evolve Private Wealth
California
$238K +$250K +747 New
AUB
773
Atlantic Union Bankshares
Virginia
$238K – – –
SS
774
SBI Securities
Japan
$237K -$166K -494 -40%
FA
775
Fiduciary Alliance
South Carolina
$236K +$230K +685 New
29 30
31
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