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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
251
GM Advisory Group
New York
$5.89M +$2.56M +24,488 +80%
AWA
252
Amplius Wealth Advisors
Pennsylvania
$5.87M +$5.73M +54,826 New
DIM
253
Delta Investment Management
California
$5.74M -$998K -9,544 -15%
SF
254
Summit Financial
New Jersey
$5.73M +$54.6K +522 +1%
CWM
255
Congress Wealth Management
Massachusetts
$5.71M +$5.58M +53,430 New
SPP
256
Single Point Partners
Massachusetts
$5.71M +$5.58M +53,396 New
GIA
257
Gladstone Institutional Advisory
Florida
$5.71M -$130K -1,248 -2%
RK
258
Rather & Kittrell
Tennessee
$5.69M +$5.56M +53,183 New
LA
259
Lynch & Associates
Indiana
$5.68M +$64.5K +617 +1%
BHWM
260
Bar Harbor Wealth Management
New Hampshire
$5.56M – – –
FEG
261
Fund Evaluation Group
Ohio
$5.53M +$5.4M +51,707 New
SWP
262
Stratos Wealth Partners
Ohio
$5.45M -$538K -5,144 -9%
GM
263
GeoWealth Management
Illinois
$5.4M +$4.96M +47,440 +1,583%
SWP
264
Summit Wealth Partners
Florida
$5.39M +$454K +4,340 +9%
RWP
265
Ridgecrest Wealth Partners
California
$5.37M +$482K +4,614 +10%
FCA
266
FinTrust Capital Advisors
South Carolina
$5.36M +$1.92M +18,351 +58%
SFG
267
Sowa Financial Group
Rhode Island
$5.04M -$128K -1,228 -3%
BWM
268
BlackDiamond Wealth Management
New York
$4.97M +$4.85M +46,425 New
CWA
269
Canvas Wealth Advisors
Kansas
$4.96M -$24.9K -238 -0.5%
FAAM
270
First Ascent Asset Management
Colorado
$4.76M +$107K +1,026 +2%
SFG
271
StrategIQ Financial Group
Indiana
$4.74M +$3.05M +29,179 +193%
SCA
272
Snowden Capital Advisors
New York
$4.73M -$14.6K -140 -0.3%
VCM
273
Vivaldi Capital Management
Illinois
$4.69M +$90.9K +870 +2%
MCM
274
MAI Capital Management
Ohio
$4.67M +$187K +1,785 +4%
BAM
275
Belpointe Asset Management
Nevada
$4.6M +$1.4M +13,383 +45%
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