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iShares S&P 100 ETF
OEF

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$5.22M -$992K -2,770 -16%
RW
202
Ridgeline Wealth
Arizona
$5.13M -$44.4K -124 -0.9%
KCM
203
KM Capital Management
Texas
$4.99M +$4.89M +13,652 New
AWP
204
Avid Wealth Partners
Texas
$4.97M -$16.7M -46,509 -77%
OAP
205
One Advisory Partners
Kansas
$4.93M -$236K -660 -5%
DIA
206
Dana Investment Advisors
Wisconsin
$4.93M -$623K -1,739 -11%
BP
207
BBR Partners
New York
$4.92M – – –
CA
208
Claro Advisors
Massachusetts
$4.84M -$62.3K -174 -1%
PWS
209
Peloton Wealth Strategists
Indiana
$4.72M +$193K +539 +4%
CAG
210
Csenge Advisory Group
Florida
$4.6M -$149K -416 -3%
JWM
211
JPL Wealth Management
Colorado
$4.59M +$51.9K +145 +1%
WANY
212
Wealthspire Advisors (New York)
New York
$4.58M +$1.79M +5,008 +67%
HGWM
213
Horst & Graben Wealth Management
Oregon
$4.55M -$29.7K -83 -0.7%
SF
214
Summit Financial
New Jersey
$4.54M +$465K +1,298 +12%
CCM
215
Canal Capital Management
Virginia
$4.52M -$179K -501 -4%
WF
216
Welch & Forbes
Massachusetts
$4.48M -$333K -930 -7%
SA
217
Sovran Advisors
California
$4.46M -$517K -1,443 -11%
GIA
218
Gladstone Institutional Advisory
Florida
$4.44M -$56.2K -157 -1%
HPC
219
HM Payson & Co
Maine
$4.43M -$75.2K -210 -2%
DWM
220
Dakota Wealth Management
Florida
$4.36M -$83.1K -232 -2%
WS
221
Wedbush Securities
California
$4.36M -$390K -1,090 -8%
SB
222
Strategic Blueprint
Georgia
$4.29M -$684K -1,910 -14%
AWA
223
Arkadios Wealth Advisors
Georgia
$4.25M +$187K +521 +5%
HWA
224
Heritage Wealth Advisors
Virginia
$4.19M -$13.3K -37 -0.3%
RIA
225
Regal Investment Advisors
Michigan
$4.19M -$36.2K -101 -0.9%
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