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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
451
Brown Advisory
Maryland
$4.84M +$1M +6,301 +27%
AWM
452
Able Wealth Management
New Jersey
$4.81M +$43K +271 +0.9%
SFS
453
Symphony Financial Services
Ohio
$4.81M -$22.7K -143 -0.5%
SIC
454
Sigma Investment Counselors
Michigan
$4.8M +$6.83K +43 +0.1%
FF
455
Formulate Financial
Florida
$4.7M +$137K +860 +3%
TPCW
456
TD Private Client Wealth
New York
$4.69M +$350K +2,203 +8%
SB
457
Strategic Blueprint
Georgia
$4.69M -$135K -850 -3%
FAM
458
Forte Asset Management
New York
$4.68M +$35.2K +222 +0.8%
PTC
459
Private Trust Company
Ohio
$4.68M +$265K +1,668 +6%
AI
460
Atria Investments
North Carolina
$4.68M +$4.01M +25,281 +791%
EPW
461
Endeavor Private Wealth
Kansas
$4.6M -$552K -3,475 -11%
MBT
462
Montecito Bank & Trust
California
$4.58M -$173K -1,093 -4%
JIC
463
Joel Isaacson & Co
New York
$4.48M +$11.1K +70 +0.3%
SWM
464
Segment Wealth Management
Texas
$4.47M +$1.43K +9 +0%
SIAS
465
Summit Investment Advisory Services
Minnesota
$4.41M +$4.76K +30 +0.1%
TCIIS
466
TIAA-CREF Individual & Institutional Services
New York
$4.41M +$307K +1,933 +8%
VAMG
467
Voisard Asset Management Group
Michigan
$4.39M -$13K -82 -0.3%
AWM
468
AE Wealth Management
Kansas
$4.39M +$327K +2,058 +8%
TFM
469
TFC Financial Management
Massachusetts
$4.38M +$161K +1,014 +4%
JF
470
JSF Financial
California
$4.37M -$3.81K -24 -0.1%
GJIA
471
Glass Jacobson Investment Advisors
Maryland
$4.3M +$289K +1,819 +7%
CG
472
Curat Global
New Hampshire
$4.3M +$184K +1,161 +5%
DWM
473
Diversify Wealth Management
Utah
$4.27M +$439K +2,767 +12%
DAS
474
Diversify Advisory Services
Utah
$4.27M +$4.19M +26,371 New
SWP
475
ShoreHaven Wealth Partners
New Jersey
$4.27M +$10.8K +68 +0.3%