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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
251
Ashton Thomas Private Wealth
Arizona
$12.4M -$235K -1,581 -2%
RSWM
252
Robertson Stephens Wealth Management
California
$12.2M -$6.37M -42,819 -33%
CCWA
253
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.1M -$1.02M -6,868 -8%
FFA
254
First Foundation Advisors
California
$12M -$1.17M -7,869 -9%
CRA
255
Clear Retirement Advice
California
$11.9M +$223K +1,497 +2%
RPWA
256
Regent Peak Wealth Advisors
Georgia
$11.9M -$1.16M -7,790 -9%
GWANC
257
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M -$1.3M -8,719 -9%
GPCM
258
Guardsman Private Capital Management
Florida
$11.9M
ATC
259
Argent Trust Co
Tennessee
$11.8M
CW
260
CreativeOne Wealth
Kansas
$11.6M +$873K +5,872 +8%
LWM
261
Level Wealth Management
North Carolina
$11.6M +$72.4K +487 +0.6%
CGA
262
Crescent Grove Advisors
Illinois
$11.5M -$461K -3,101 -4%
CA
263
Clearstead Advisors
Ohio
$11.5M +$177K +1,191 +1%
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
$11.4M -$5.98M -40,230 -33%
SAM
265
Satovsky Asset Management
New York
$11.4M -$186K -1,251 -2%
SMA
266
Sage Mountain Advisors
Georgia
$11.3M +$3.27M +21,978 +38%
KPWS
267
Kestra Private Wealth Services
Texas
$11.2M -$1.86M -12,475 -14%
HWM
268
HBE Wealth Management
Nebraska
$11.2M +$474K +3,185 +4%
FCH
269
Freestone Capital Holdings
Washington
$11.2M -$237K -1,597 -2%
PWAM
270
Private Wealth Asset Management
Iowa
$10.9M +$239K +1,608 +2%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$10.9M +$952K +6,405 +9%
FTS
272
Fifth Third Securities
Ohio
$10.8M +$273K +1,837 +2%
BF
273
Brooklyn FI
New York
$10.8M +$325K +2,183 +3%
RFA
274
Rollins Financial Advisors
New York
$10.8M -$314K -2,109 -3%
BHWM
275
Bar Harbor Wealth Management
New Hampshire
$10.7M +$1.64M +11,012 +17%