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iShares S&P 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
176
Foster Dykema Cabot & Co
Massachusetts
$584K
ACA
177
Aptus Capital Advisors
Alabama
$550K +$543K +4,247 New
PWMAG
178
Pinnacle Wealth Management Advisory Group
New Jersey
$547K +$143K +1,120 +36%
SIM
179
Sentry Investment Management
Wisconsin
$531K +$320K +2,505 +157%
DK
180
Darrell & King
Virginia
$530K -$234K -1,830 -31%
QCG
181
Quadrant Capital Group
Ohio
$518K
CCA
182
Checchi Capital Advisers
California
$518K +$256K +2,000 +100%
NA
183
NewEdge Advisors
Louisiana
$504K -$1.02K -8 -0.2%
SI
184
Stephens Inc
Arkansas
$494K -$65.7K -514 -12%
VWA
185
VERITY Wealth Advisors
United States
$491K +$3.07K +24 +0.6%
RSWM
186
Robertson Stephens Wealth Management
California
$486K +$479K +3,750 New
SPC
187
Sigma Planning Corp
Michigan
$481K -$12.5K -98 -3%
MA
188
Montag & Associates
Georgia
$478K
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$474K -$38.3K -300 -8%
CWM
190
Concentric Wealth Management
California
$467K
PCM
191
Parsons Capital Management
Rhode Island
$467K
CAN
192
Cetera Advisor Networks
California
$463K +$128 +1 +0%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$458K +$2.94K +23 +0.7%
SCM
194
Smith Capital Management
Arkansas
$455K
CAM
195
Cresset Asset Management
Illinois
$453K +$19.4K +152 +5%
PO
196
Private Ocean
California
$451K -$1.53K -12 -0.3%
IC
197
Iconiq Capital
California
$446K +$1.41K +11 +0.3%
NGA
198
Naples Global Advisors
Florida
$443K -$102K -795 -19%
CAM
199
Concorde Asset Management
Michigan
$433K +$7.03K +55 +2%
WCG
200
Weaver Consulting Group
California
$429K