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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Wealth
826
Simplicity Wealth
New Jersey
$204K -$4.47M -13,332 -95%
DAC
827
Dutch Asset Corp
New York
$203K – – –
CVA
828
Central Valley Advisors
California
$201K +$212K +631 New
Migdal Insurance & Financial Holdings
829
Migdal Insurance & Financial Holdings
Israel
$191K +$201K +601 New
ICM
830
Islay Capital Management
Texas
$191K +$67K +200 +50%
SWP
831
Strategic Wealth Partners
Ohio
$188K -$10.4K -31 -5%
FFA
832
Founders Financial Alliance
North Carolina
$188K +$14.4K +43 +8%
WPA
833
West Paces Advisors
Georgia
$186K +$196K +585 New
HWA
834
HHM Wealth Advisors
Tennessee
$177K – – –
Allworth Financial
835
Allworth Financial
California
$173K +$17.1K +51 +10%
MIA
836
MeadowBrook Investment Advisors
Michigan
$166K – – –
CPG
837
Cornerstone Planning Group
New Jersey
$160K -$3.68M -10,986 -96%
RFG
838
REAP Financial Group
Texas
$160K +$8.04K +24 +5%
FFC
839
First Financial Corp
Indiana
$155K – – –
MWM
840
Magnolia Wealth Management
Alabama
$154K +$162K +484 New
Larson Financial Group
841
Larson Financial Group
Missouri
$151K +$3.02K +9 +2%
UCB
842
United Community Bank
South Carolina
$151K – – –
PMFA
843
Plante Moran Financial Advisors
Michigan
$144K – – –
WG
844
Wellington Group
Indiana
$133K +$140K +417 New
PGAM
845
Princeton Global Asset Management
New Jersey
$130K – – –
Dixon Mitchell Investment Counsel
846
Dixon Mitchell Investment Counsel
British Columbia, Canada
$127K – – –
FC
847
Financial Consulate
Maryland
$125K -$1.34K -4 -1%
Cullen/Frost Bankers
848
Cullen/Frost Bankers
Texas
$124K +$37.2K +111 +40%
AIM
849
Acropolis Investment Management
Missouri
$123K +$130K +387 New
Balentine LLC
850
Balentine LLC
Georgia
$122K – – –