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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
251
Amplius Wealth Advisors
Pennsylvania
$5.5M +$55.6K +626 +1%
FCIM
252
Fairview Capital Investment Management
California
$5.41M -$2.72M -30,635 -34%
FFBTD
253
First Financial Bank - Trust Division
Ohio
$5.4M -$39.2K -441 -0.7%
BOH
254
Bank of Hawaii
Hawaii
$5.39M -$938K -10,570 -15%
JMFC
255
J.M. Forbes & Co
Massachusetts
$5.35M -$63.6K -716 -1%
SF
256
Summit Financial
New Jersey
$5.33M +$197K +2,216 +4%
MA
257
MONECO Advisors
Connecticut
$5.31M -$201K -2,266 -4%
AWM
258
Accurate Wealth Management
Florida
$5.31M +$5.16M +58,083 +7,838%
RWP
259
Ridgecrest Wealth Partners
California
$5.3M +$1.06K +12 +0%
KPWS
260
Kestra Private Wealth Services
Texas
$5.29M -$1.25M -14,090 -19%
BAM
261
Baldrige Asset Management
Pennsylvania
$5.24M +$141K +1,584 +3%
SWP
262
Summit Wealth Partners
Florida
$5.18M -$315K -3,553 -6%
PIMG
263
Patriot Investment Management Group
Tennessee
$5.12M +$94.9K +1,069 +2%
HR
264
Hardy Reed
Mississippi
$5.1M +$238K +2,681 +5%
LA
265
Lynch & Associates
Indiana
$5.07M -$80.6K -908 -2%
MA
266
MBA Advisors
Pennsylvania
$5.05M +$4.95M +55,766 New
AAG
267
Avalon Advisory Group
Pennsylvania
$5.01M -$238K -2,680 -5%
DA
268
Doliver Advisors
Texas
$5.01M +$6.3K +71 +0.1%
BHWM
269
Bar Harbor Wealth Management
New Hampshire
$4.9M -$10.1K -114 -0.2%
WA
270
Waverly Advisors
Alabama
$4.86M -$115K -1,291 -2%
FWP
271
FAS Wealth Partners
Kansas
$4.82M -$321K -3,615 -6%
IAA
272
Independent Advisor Alliance
North Carolina
$4.8M +$75.5K +850 +2%
WMS
273
Wealth Management Solutions
Pennsylvania
$4.77M -$1.01M -11,333 -18%
CPIG
274
Chicago Partners Investment Group
Illinois
$4.75M +$129K +1,458 +3%
FHC
275
First Heartland Consultants
Missouri
$4.74M -$723K -8,138 -13%
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11
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