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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEM
851
Suncoast Equity Management
Florida
$269K -$17K -50 -6%
BWM
852
Birchcreek Wealth Management
Ohio
$269K -$287K -845 -52%
BAMG
853
Brand Asset Management Group
Missouri
$269K +$266K +783 New
SWA
854
Stratos Wealth Advisors
Ohio
$267K
AFA
855
AA Financial Advisors
Ohio
$267K +$264K +777 New
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K
SCM
857
Sheridan Capital Management
California
$263K
PNAA
858
Pictet North America Advisors
Switzerland
$262K
TAFW
859
Tred Avon Family Wealth
Maryland
$261K
PWP
860
Perfromance Wealth Partners
Illinois
$259K +$10.9K +32 +4%
AFA
861
American Financial Advisors
Georgia
$258K +$679 +2 +0.3%
TSS
862
Thomas Story & Son
Indiana
$257K
AUB
863
Atlantic Union Bankshares
Virginia
$256K
KCM
864
Key Capital Management
Tennessee
$256K +$253K +746 New
FFWM
865
Future Financial Wealth Management
Ohio
$255K
TAM
866
TCP Asset Management
Ohio
$254K
DSC
867
Duncker Streett & Co
Missouri
$253K
CGA
868
Crescent Grove Advisors
Illinois
$252K
RDFA
869
Ritter Daniher Financial Advisory
Ohio
$249K
WSFS
870
Wilmington Savings Fund Society
Delaware
$248K
EWM
871
Empirical Wealth Management
Washington
$245K -$9.51K -28 -4%
DP
872
DDD Partners
Washington
$245K
HFS
873
Heritage Financial Services
Massachusetts
$244K +$242K +711 New
SF
874
Schaeffer Financial
Maryland
$241K
SW
875
SMART Wealth
Nebraska
$241K +$238K +701 New