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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
326
MYCIO Wealth Partners
Pennsylvania
$700K +$221K +3,557 +49%
PP
327
Palladium Partners
Virginia
$686K +$89.1K +1,437 +16%
PWP
328
Personal Wealth Partners
Minnesota
$685K +$660K +10,641 New
DWM
329
Dakota Wealth Management
Florida
$681K +$656K +10,577 New
TPA
330
Trivium Point Advisory
Connecticut
$674K – – –
CSIC
331
Clifford Swan Investment Counsel
California
$664K +$640K +10,314 New
WAM
332
World Asset Management
Michigan
$660K -$1.66M -26,835 -72%
NFG
333
Next Financial Group
Texas
$655K -$327K -5,279 -34%
NFH
334
NEXT Financial Holdings
Texas
$655K +$631K +10,172 New
VHAM
335
Van Hulzen Asset Management
California
$652K -$15.9K -257 -2%
SCM
336
Smith Capital Management
Arkansas
$652K +$23.6K +380 +4%
MCIA
337
Mountain Capital Investment Advisors
Colorado
$649K +$625K +10,084 New
SAM
338
Shamrock Asset Management
Texas
$646K +$622K +10,036 New
LWM
339
Liberty Wealth Management
California
$639K +$616K +9,936 New
FCI
340
Financial Counselors Inc
Kansas
$632K -$992 -16 -0.2%
EA
341
Elm Advisors
California
$630K +$2.48K +40 +0.4%
AWM
342
Avior Wealth Management
Nebraska
$619K +$235K +3,796 +65%
ACP
343
Aveo Capital Partners
Colorado
$616K -$2.05M -33,090 -78%
WAG
344
Winthrop Advisory Group
Massachusetts
$616K +$589K +9,497 New
HIS
345
Harvest Investment Services
Illinois
$614K +$585K +9,427 New
OBWP
346
O'Brien Wealth Partners
Massachusetts
$610K -$100K -1,620 -15%
HSA
347
HBK Sorce Advisory
Pennsylvania
$609K +$42.5K +685 +8%
SG
348
StoneX Group
New York
$605K +$583K +9,401 New
FA
349
FDx Advisors
Illinois
$597K +$575K +9,276 New
CC
350
Cadinha & Co
Hawaii
$595K +$31K +500 +6%
12 13
14
15 16