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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
926
Physician Wealth Advisors
Utah
$24.8K -$60.7K -181 -70%
EWM
927
Evermay Wealth Management
Virginia
$24.5K – – –
BOJHT
928
Bank of Jackson Hole Trust
Wyoming
$24.5K – – –
FCAS
929
First Command Advisory Services
Texas
$24.5K – – –
SRCM
930
Signature Resources Capital Management
California
$24.2K – – –
WIM
931
Westside Investment Management
California
$24.2K – – –
RF
932
Rossby Financial
Florida
$23.3K +$24.5K +73 New
VERPA
933
Virginia Estate & Retirement Planning Advisors
Virginia
$23K +$63.7K +190 New
RFP
934
Root Financial Partners
California
$22.6K -$95.5K -285 -80%
EPAM
935
Evelyn Partners Asset Management
$22.6K +$23.8K +71 New
RIA
936
Realta Investment Advisors
Delaware
$22.3K +$6.7K +20 +40%
CH
937
CDKV Holdings
Colorado
$21.3K – – –
PPC
938
Park Place Capital
Alabama
$20.8K – – –
AIM
939
Anchor Investment Management
South Carolina
$20.4K – – –
CT
940
Caldwell Trust
Florida
$20.4K – – –
SAP
941
Strategic Advisory Partners
North Carolina
$20.4K +$21.5K +64 New
BFP
942
Birchwood Financial Partners
Minnesota
$20K – – –
BIAS
943
Beacon Investment Advisory Services
New Jersey
$19.1K +$20.1K +60 New
NRG
944
Nemes Rush Group
Michigan
$19.1K – – –
TFGT
945
TS Financial Group (TSFG)
Illinois
$18K -$1.01K -3 -5%
UFPG
946
United Financial Planning Group
New York
$17.8K – – –
BFPW
947
BOK Financial Private Wealth
Colorado
$17.5K +$18.4K +55 New
VCM
948
Versant Capital Management
Arizona
$16.2K – – –
PFSC
949
Peoples Financial Services Corp
Pennsylvania
$15.9K – – –
AC
950
AlphaCore Capital
California
$15.6K -$334K -996 -95%
36 37
38
39 40