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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
926
Sage Mountain Advisors
Georgia
$35.3K +$18.8K +59 +126%
TFG
927
Team Financial Group
California
$35.1K +$2.23K +7 +7%
TFA
928
Toth Financial Advisory
Virginia
$35K – – –
FIM
929
FWL Investment Management
Texas
$33.3K – – –
JFG
930
JDM Financial Group
Texas
$33.3K – – –
CC
931
Corsicana & Co
Texas
$32.3K +$30.8K +97 New
BWL
932
Bogart Wealth LLC
Virginia
$31K +$318 +1 +1%
GI
933
GAMMA Investing
California
$31K +$2.54K +8 +9%
PFM
934
Phillips Financial Management
Indiana
$30K +$28.6K +90 New
TFM
935
TFC Financial Management
Massachusetts
$30K – – –
TC
936
Trust Company
Kansas
$29K – – –
PWA
937
Physician Wealth Advisors
Utah
$27.2K +$11.1K +35 +74%
FDW
938
Fourth Dimension Wealth
Ohio
$27K – – –
EWM
939
Evermay Wealth Management
Virginia
$25.6K – – –
WIM
940
Westside Investment Management
California
$25.3K – – –
MA
941
MCF Advisors
Kentucky
$24K – – –
TWM
942
Topsail Wealth Management
North Carolina
$21.6K – – –
AIM
943
Anchor Investment Management
South Carolina
$21.3K – – –
CT
944
Caldwell Trust
Florida
$21.3K – – –
RFP
945
Root Financial Partners
California
$21.3K +$20.4K +64 New
SRCM
946
Signature Resources Capital Management
California
$20.6K – – –
ETC
947
Exchange Traded Concepts
Oklahoma
$20.3K -$232K -728 -92%
DF
948
DecisionPoint Financial
Arizona
$17K – – –
VCM
949
Versant Capital Management
Arizona
$17K – – –
RIA
950
Realta Investment Advisors
Delaware
$16.6K – – –
36 37
38
39 40