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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IC
176
Iconiq Capital
California
$311K
LWA
177
Lowe Wealth Advisors
Maryland
$306K
WA
178
Waverly Advisors
Alabama
$296K
SS
179
Simplicity Solutions
Minnesota
$293K +$295K +3,219 New
IA
180
IFP Advisors
Florida
$292K +$294K +3,206 New
BRWM
181
B. Riley Wealth Management
Tennessee
$276K +$278K +3,034 New
AP
182
Advisor Partners
California
$272K -$187K -2,040 -41%
FA
183
FDx Advisors
Illinois
$272K +$273K +2,978 New
SF
184
Synovus Financial
Georgia
$268K +$459 +5 +0.2%
PAS
185
Park Avenue Securities
New York
$266K +$267K +2,913 New
BFO
186
Boston Family Office
Massachusetts
$265K
PA
187
Pinnacle Associates
New York
$263K -$20.6K -225 -7%
PFS
188
Prospera Financial Services
Texas
$251K -$17.9K -195 -7%
ACM
189
Advisors Capital Management
New Jersey
$250K +$2.75K +30 +1%
PBO
190
Peoples Bank (Ohio)
Ohio
$248K +$250K +2,723 New
AMG
191
Asset Management Group
Connecticut
$247K +$642 +7 +0.3%
BCM
192
Beck Capital Management
Texas
$233K +$235K +2,560 New
AI
193
Atria Investments
North Carolina
$231K +$248K +2,700 New
HBWM
194
Hollow Brook Wealth Management
New York
$229K
SIM
195
Sentry Investment Management
Wisconsin
$229K +$231K +2,515 New
SSWM
196
Sheets Smith Wealth Management
North Carolina
$228K
CSIC
197
Clifford Swan Investment Counsel
California
$221K
LWM
198
Lenox Wealth Management
Ohio
$221K +$222K +2,425 New
PGA
199
Portland Global Advisors
Maine
$219K
William Blair & Company
200
William Blair & Company
Illinois
$218K +$220K +2,400 New