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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
776
Octavia Wealth Advisors
Ohio
$286K +$273K +859 New
HWMC
777
Heritage Wealth Management (California)
California
$285K – – –
GFPC
778
Global Financial Private Client
Florida
$284K +$272K +854 New
AT
779
Arlington Trust
Alabama
$283K – – –
EFS
780
Essex Financial Services
Connecticut
$283K – – –
SEM
781
Suncoast Equity Management
Florida
$278K +$266K +835 New
MSFS
782
Main Street Financial Solutions
Pennsylvania
$277K – – –
EW
783
Enzi Wealth
Texas
$276K – – –
DF
784
Dunhill Financial
United Kingdom
$273K +$57.6K +181 +28%
WG
785
Welch Group
Alabama
$273K – – –
FCBT
786
First Citizens Bank & Trust
North Carolina
$272K +$260K +817 New
TWA
787
Talisman Wealth Advisors
New Jersey
$271K +$259K +814 New
FWM
788
FSR Wealth Management
Illinois
$269K +$257K +809 New
FWM
789
ForthRight Wealth Management
Georgia
$268K -$50.9K -160 -17%
WA
790
WBH Advisory
Maryland
$264K – – –
MIG
791
McGuire Investment Group
Rhode Island
$263K – – –
W
792
WealthCollab
Washington
$262K – – –
TCOV
793
Trust Company of Vermont
Vermont
$261K -$21.3K -67 -8%
CIAS
794
Capital Investment Advisory Services
North Carolina
$260K +$318 +1 +0.1%
SWA
795
Stratos Wealth Advisors
Ohio
$259K +$24.8K +78 +11%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K – – –
SCM
797
Sheridan Capital Management
California
$255K -$27K -85 -10%
PNAA
798
Pictet North America Advisors
Switzerland
$255K – – –
TAFW
799
Tred Avon Family Wealth
Maryland
$254K +$242K +762 New
FFA
800
First Foundation Advisors
California
$253K – – –