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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
826
WealthShield Partners
North Carolina
$218K -$1.42M -3,974 -87%
PCG
827
Prosperity Consulting Group
Maryland
$217K -$76.7K -214 -26%
AF
828
Atala Financial
California
$216K +$212K +591 New
CWWM
829
Clear Wave Wealth Management
New Jersey
$216K +$211K +590 New
VIM
830
Vista Investment Management
Pennsylvania
$215K +$211K +589 New
VWM
831
Vertrix Wealth Management
Michigan
$214K +$210K +586 New
WPA
832
West Paces Advisors
Georgia
$214K – – –
SWP
833
Strategic Wealth Partners
Ohio
$213K -$3.58K -10 -2%
DAC
834
Dutch Asset Corp
New York
$210K -$22.9K -64 -10%
WFA
835
Woodward Financial Advisors
North Carolina
$210K +$206K +575 New
MW
836
Marble Wealth
Alabama
$210K +$206K +575 New
ACM
837
Advisors Capital Management
New Jersey
$210K +$205K +573 New
IAS
838
IMA Advisory Services
Colorado
$210K +$192K +537 +1,492%
TCBWMS
839
Texas Capital Bank Wealth Management Services
Texas
$209K -$47.6K -133 -19%
O3W
840
Omni 360 Wealth
New Jersey
$209K +$205K +572 New
EBSAM
841
Eubel Brady & Suttman Asset Management
Ohio
$209K +$205K +572 New
IAP
842
Indie Asset Partners
Indiana
$207K -$57.7K -161 -22%
GFP
843
Gryphon Financial Partners
Ohio
$206K +$201K +562 New
TCM
844
Traub Capital Management
Massachusetts
$205K +$201K +560 New
HWA
845
HHM Wealth Advisors
Tennessee
$204K – – –
GIM
846
Goelzer Investment Management
Indiana
$203K +$199K +555 New
CA
847
Cortland Associates
Missouri
$203K +$199K +555 New
TC
848
Town Capital
Maryland
$202K -$1.07M -2,976 -84%
MC
849
Moors & Cabot
Massachusetts
$201K +$197K +550 New
GWA
850
Gratus Wealth Advisors
Virginia
$201K +$197K +550 New
32 33
34
35 36