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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
426
Wellspring Financial Advisors
Ohio
$505K -$727K -11,120 -60%
DWM
427
Darwin Wealth Management
Florida
$504K -$102K -1,567 -18%
QPWM
428
Quadrant Private Wealth Management
Pennsylvania
$493K -$182K -2,784 -28%
CA
429
Clearstead Advisors
Ohio
$489K -$13.8K -211 -3%
NP
430
NorthRock Partners
Minnesota
$486K -$816K -12,478 -64%
DAS
431
Dynamic Advisor Solutions
Arizona
$485K +$51.3K +784 +13%
C
432
Certuity
Florida
$481K -$32.7K -500 -7%
CCG
433
Cypress Capital Group
Florida
$478K +$53.7K +821 +14%
PAS
434
Partnervest Advisory Services
California
$477K +$327 +5 +0.1%
MGIA
435
Matthew Goff Investment Advisor
Texas
$474K – – –
BCA
436
Bay Colony Advisors
Massachusetts
$472K -$10.4K -159 -2%
PA
437
Paracle Advisors
Washington
$460K – – –
NA
438
Nottingham Advisors
New York
$459K +$45.8K +700 +12%
CC
439
Cadinha & Co
Hawaii
$450K -$24.8K -379 -6%
SXL
440
Summit X LLC
Missouri
$448K -$3.39M -51,803 -89%
5L
441
55I LLC
Massachusetts
$448K -$597K -9,125 -59%
FSC
442
Full Sail Capital
Oklahoma
$448K +$97.8K +1,496 +34%
RWM
443
Raffa Wealth Management
District of Columbia
$448K – – –
BWA
444
Burt Wealth Advisors
Maryland
$441K – – –
SF
445
Symphony Financial
Texas
$441K +$47.2K +722 +13%
1IA
446
1834 Investment Advisors
Wisconsin
$438K +$1.5K +23 +0.4%
PD
447
Planning Directions
Pennsylvania
$436K -$437K -6,690 -52%
IAS
448
IMA Advisory Services
Colorado
$431K -$21.6K -330 -5%
EPWM
449
Essex Private Wealth Management
Massachusetts
$430K -$76.9K -1,176 -16%
T
450
TrueFG
Texas
$422K -$92.8K -1,420 -19%
16 17
18
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