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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
851
Milestone Asset Management
Pennsylvania
$212K +$202K +636 New
MIM
852
Moseley Investment Management
Florida
$208K +$199K +625 New
ZIM
853
Zacks Investment Management
Illinois
$208K +$198K +624 New
LIM
854
Leavell Investment Management
Alabama
$207K +$198K +623 New
CP
855
Canopy Partners
Ohio
$206K +$197K +620 New
WRPWM
856
Werba Rubin Papier Wealth Management
California
$206K +$197K +620 New
BSSFA
857
Baron Silver Stevens Financial Advisors
Florida
$206K +$197K +619 New
TFM
858
Trademark Financial Management
Minnesota
$206K +$197K +619 New
EFH
859
Eaton Financial Holdings
Florida
$204K +$195K +614 New
TD Asset Management
860
TD Asset Management
Ontario, Canada
$204K +$195K +613 New
WBC
861
West Branch Capital
Massachusetts
$204K -$318 -1 -0.2%
YWM
862
Yukon Wealth Management
Kansas
$201K +$192K +604 New
CPL
863
CAP Partners LLC
Tennessee
$201K +$192K +603 New
AWM
864
Accredited Wealth Management
Kentucky
$196K +$414K +1,302 +146%
HWA
865
HHM Wealth Advisors
Tennessee
$185K – – –
FFA
866
Founders Financial Alliance
North Carolina
$182K +$7K +22 +4%
CTA
867
Colonial Trust Advisors
South Carolina
$176K -$8.59K -27 -5%
LWA
868
Lowe Wealth Advisors
Maryland
$174K – – –
MIA
869
MeadowBrook Investment Advisors
Michigan
$174K – – –
AF
870
Allworth Financial
California
$164K +$7.63K +24 +5%
FFC
871
First Financial Corp
Indiana
$162K – – –
UCB
872
United Community Bank
South Carolina
$161K +$2.54K +8 +2%
PMFA
873
Plante Moran Financial Advisors
Michigan
$151K – – –
NSIM
874
North Star Investment Management
Illinois
$149K +$318 +1 +0.2%
ICM
875
Islay Capital Management
Texas
$133K +$31.8K +100 +33%