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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
826
Guardian Wealth Advisors (North Carolina)
North Carolina
$132K -$48.5K -174 -29%
NRC
827
New Republic Capital
North Carolina
$129K -$9.2K -33 -7%
DMIC
828
Dixon Mitchell Investment Counsel
British Columbia, Canada
$121K -$14.2K -51 -11%
BL
829
Balentine LLC
Georgia
$116K – – –
BCWM
830
Bartlett & Co Wealth Management
Ohio
$115K +$38.2K +137 +57%
PPA
831
Painted Porch Advisors
California
$113K – – –
MEG
832
Millstone Evans Group
Colorado
$99.8K – – –
OSNBOA
833
Old Second National Bank of Aurora
Illinois
$97.7K +$89.4K +321 New
TPW
834
Talon Private Wealth
Florida
$96.4K +$88.3K +317 New
SWP
835
Strategic Wealth Partners
Ohio
$95.3K +$87.2K +313 New
API
836
Asset Planning Inc
California
$91.3K – – –
ICM
837
Islay Capital Management
Texas
$91.3K +$55.7K +200 +200%
Kayne Anderson Rudnick Investment Management
838
Kayne Anderson Rudnick Investment Management
California
$91.1K – – –
BAM
839
Byrne Asset Management
New Jersey
$91K -$132K -473 -61%
LFG
840
Larson Financial Group
Missouri
$91K +$18.4K +66 +28%
TCM
841
TruNorth Capital Management
Michigan
$89.5K – – –
PP
842
PrairieView Partners
Minnesota
$85K -$5.29K -19 -6%
PPC
843
Park Place Capital
Alabama
$82.5K +$57.7K +207 +318%
CT
844
Colonial Trust
South Carolina
$80.3K – – –
NCM
845
Northwest Capital Management
Oregon
$80K – – –
EB
846
Eastern Bank
Massachusetts
$78.5K +$2.51K +9 +4%
TWD
847
True Wealth Design
Ohio
$76.1K – – –
CWM
848
Copia Wealth Management
Oregon
$75.5K – – –
AWM
849
Abound Wealth Management
Tennessee
$75.2K – – –
BC
850
Barrett & Company
Rhode Island
$73.1K – – –