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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$15.4M +$9.35M +63,358 +158%
KWM
227
Kingsview Wealth Management
Oregon
$15.4M +$196K +1,327 +1%
CFO
228
Callan Family Office
Pennsylvania
$15.3M -$248K -1,679 -2%
SSW
229
Smith Shellnut Wilson
Mississippi
$15.3M +$799K +5,412 +6%
ST
230
Smithfield Trust
Pennsylvania
$15.2M +$848K +5,745 +6%
MCM
231
MAI Capital Management
Ohio
$15M +$227K +1,541 +2%
SWP
232
Sagespring Wealth Partners
Tennessee
$14.9M +$103K +701 +0.7%
O3W
233
Omni 360 Wealth
New Jersey
$14.8M +$542K +3,670 +4%
JE
234
JMAC Enterprises
Pennsylvania
$14.6M +$188K +1,271 +1%
FM
235
Family Management
New York
$14.6M +$160K +1,086 +1%
GT
236
Glenview Trust
Kentucky
$14.6M -$294K -1,992 -2%
E
237
Evansbrook
Illinois
$14.5M +$14.4M +97,800 New
BSSFA
238
Baron Silver Stevens Financial Advisors
Florida
$14.5M +$53.3K +361 +0.4%
MSCM
239
McElhenny Sheffield Capital Management
Texas
$14.5M +$442K +2,995 +3%
AWA
240
Arkadios Wealth Advisors
Georgia
$14.3M -$781K -5,295 -5%
WANY
241
Wealthspire Advisors (New York)
New York
$14.2M -$13M -87,877 -48%
SSCM
242
Spectrum Strategic Capital Management
Oregon
$14M +$349K +2,363 +3%
RWIA
243
Roger Wittlin Investment Advisory
California
$14M -$2.47M -16,729 -15%
KPWG
244
KFA Private Wealth Group
Virginia
$13.9M +$3.93M +26,616 +40%
CL
245
Choreo LLC
Illinois
$13.9M -$395K -2,676 -3%
FF
246
Farrow Financial
Vermont
$13.9M -$924K -6,260 -6%
GWANC
247
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.7M +$419K +2,839 +3%
FFA
248
First Foundation Advisors
California
$13.7M -$150K -1,018 -1%
KWMG
249
King Wealth Management Group
Florida
$13.7M -$170K -1,149 -1%
SWIA
250
Solano Wealth Investment Advisors
California
$13.6M -$147K -993 -1%
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