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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
351
Beaumont Financial Advisors
Massachusetts
$768K +$767K +11,446 New
PG
352
Proffitt & Goodson
Tennessee
$757K – – –
VWA
353
V Wealth Advisors
Kansas
$750K -$80.5K -1,202 -10%
FCI
354
Financial Counselors Inc
Kansas
$750K -$9.38K -140 -1%
DWM
355
Darwin Wealth Management
Florida
$745K -$21.1K -315 -3%
OIA
356
OneDigital Investment Advisors
Kansas
$735K +$255K +3,800 +53%
TPA
357
Trivium Point Advisory
Connecticut
$733K +$31K +463 +4%
WIA
358
World Investment Advisors
California
$722K +$17.8K +265 +3%
FNC
359
First National Corp
Massachusetts
$721K +$18.1K +270 +3%
AP
360
Arlington Partners
Alabama
$708K – – –
AWM
361
Avior Wealth Management
Nebraska
$700K -$13.7K -204 -2%
WP
362
WealthSource Partners
California
$700K +$134K +2,003 +24%
CSIC
363
Clifford Swan Investment Counsel
California
$692K – – –
WCM
364
Windsor Capital Management
Arizona
$682K -$126K -1,885 -16%
ZIC
365
ZWJ Investment Counsel
Georgia
$663K +$4.56K +68 +0.7%
EA
366
Elm Advisors
California
$662K +$1.68K +25 +0.3%
QCIG
367
Quad-Cities Investment Group
Iowa
$657K +$290K +4,325 +78%
PFM
368
Peak Financial Management
Massachusetts
$651K +$36.6K +546 +6%
TP
369
Tranquility Partners
Tennessee
$639K +$14.7K +219 +2%
PAS
370
Partnervest Advisory Services
California
$638K +$230K +3,426 +56%
RWM
371
Reston Wealth Management
Virginia
$635K +$134 +2 +0%
SCM
372
Smith Capital Management
Arkansas
$632K -$9.38K -140 -1%
SFG
373
StrategIQ Financial Group
Indiana
$629K +$74.5K +1,112 +13%
ACP
374
Aveo Capital Partners
Colorado
$622K -$42.5K -634 -7%
WCM
375
WealthBridge Capital Management
Ohio
$616K +$172K +2,561 +39%
13 14
15
16 17