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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
351
MYCIO Wealth Partners
Pennsylvania
$415K
DCM
352
Disciplina Capital Management
Tennessee
$410K +$444K +7,220 New
IAS
353
IMA Advisory Services
Colorado
$395K -$1.11K -18 -0.3%
Renaissance Technologies
354
Renaissance Technologies
New York
$386K +$418K +6,800 New
PD
355
Planning Directions
Pennsylvania
$382K +$4.24K +69 +1%
HFS
356
HL Financial Services
Kentucky
$382K +$413K +6,722 New
GG
357
GenWealth Group
New Jersey
$380K -$9.59K -156 -2%
PFS
358
Prospera Financial Services
Texas
$377K +$408K +6,640 New
WCM
359
WealthBridge Capital Management
Ohio
$376K +$407K +6,624 New
RWM
360
Reston Wealth Management
Virginia
$374K +$405K +6,595 New
HWA
361
HCR Wealth Advisors
California
$365K +$395K +6,422 New
BWA
362
Burt Wealth Advisors
Maryland
$360K
MCM
363
MAI Capital Management
Ohio
$357K +$189K +3,083 +96%
1IA
364
1834 Investment Advisors
Wisconsin
$357K +$292K +4,760 +312%
SFS
365
Sowell Financial Services
Arkansas
$357K +$386K +6,290 New
SFG
366
StrategIQ Financial Group
Indiana
$353K -$7.37K -120 -2%
BAM
367
Belpointe Asset Management
Nevada
$351K -$290K -4,722 -43%
CDIA
368
Capital Directions Investment Advisors
Georgia
$347K -$4.55K -74 -1%
CCMD
369
Cypress Capital Management (Delaware)
Delaware
$342K
PAS
370
Partnervest Advisory Services
California
$341K +$141K +2,299 +62%
SF
371
Synovus Financial
Georgia
$330K
AWM
372
Avior Wealth Management
Nebraska
$330K +$295K +4,800 +472%
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$323K +$118K +1,917 +51%
BAAM
374
Baker Avenue Asset Management
California
$323K +$119K +1,933 +51%
CAM
375
Concorde Asset Management
Michigan
$315K -$6.7K -109 -2%