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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
801
Lyell Wealth Management
California
$316K -$6.46K -19 -2%
WG
802
Welch Group
Alabama
$316K +$34K +100 +12%
FMC
803
First Merchants Corp
Indiana
$314K – – –
GT
804
GreatBanc Trust
Illinois
$314K – – –
KAS
805
KPP Advisory Services
Kentucky
$313K -$1.63M -4,794 -84%
CWM
806
Cornerstone Wealth Management
Missouri
$313K -$20K -59 -6%
CFD
807
Creative Financial Designs
Indiana
$310K -$91.4K -269 -23%
SIA
808
Soltis Investment Advisors
Utah
$309K – – –
PCM
809
Payne Capital Management
New York
$309K – – –
WA
810
Wealth Architects
California
$309K – – –
GC
811
Garde Capital
Washington
$307K – – –
FPW
812
Fairvoy Private Wealth
Alabama
$305K -$39.4K -116 -12%
MWM
813
Mascagni Wealth Management
Mississippi
$304K +$679 +2 +0.2%
GWM
814
Global Wealth Management
New Jersey
$304K – – –
AI
815
Accredited Investors
Minnesota
$302K – – –
HIA
816
Harbor Investment Advisory
Maryland
$302K +$46.5K +137 +18%
BHPW
817
Beverly Hills Private Wealth
California
$300K -$7.81K -23 -3%
DWM
818
DecisionMap Wealth Management
Virginia
$300K +$54.4K +160 +22%
FFA
819
First Foundation Advisors
California
$299K +$38K +112 +15%
CWG
820
Crown Wealth Group
North Carolina
$299K +$296K +871 New
1WM
821
1900 Wealth Management
Texas
$299K +$679 +2 +0.2%
DF
822
Dunhill Financial
United Kingdom
$299K +$17K +50 +6%
ESB
823
Essex Savings Bank
Connecticut
$298K – – –
BW
824
BIP Wealth
Georgia
$296K -$95.1K -280 -24%
SP
825
Sequent Planning
Nebraska
$296K +$294K +864 New
31 32
33
34 35