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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
451
Fiduciary Planning
Florida
$547K +$516K +7,415 New
EPWM
452
Essex Private Wealth Management
Massachusetts
$546K +$524K +7,524 New
WP
453
WealthSource Partners
California
$544K -$205K -2,952 -28%
BCA
454
Bay Colony Advisors
Massachusetts
$540K +$24.6K +353 +5%
CFD
455
Creative Financial Designs
Indiana
$533K -$118K -1,691 -19%
AA
456
ALPS Advisors
Colorado
$531K +$508K +7,300 New
QPWM
457
Quadrant Private Wealth Management
Pennsylvania
$528K +$505K +7,262 New
S
458
SignatureFD
Georgia
$526K +$50.3K +723 +11%
T
459
TrueFG
Texas
$519K +$497K +7,143 New
FI
460
FormulaFolio Investments
Michigan
$513K -$53.4K -767 -10%
CCM
461
Coldstream Capital Management
Washington
$504K -$4.37M -62,821 -90%
JWM
462
Jackson Wealth Management
Florida
$500K +$44K +633 +10%
MGIA
463
Matthew Goff Investment Advisor
Texas
$496K -$26K -374 -5%
VCM
464
Vivaldi Capital Management
Illinois
$495K +$126K +1,812 +36%
AIA
465
Avalon Investment & Advisory
Texas
$488K -$10.2K -146 -2%
PA
466
Pinnacle Associates
New York
$485K +$55.8K +802 +14%
CW
467
CreativeOne Wealth
Kansas
$483K +$120K +1,731 +35%
IAS
468
IMA Advisory Services
Colorado
$475K – – –
1IA
469
1834 Investment Advisors
Wisconsin
$474K -$21.6K -310 -5%
RWM
470
Raffa Wealth Management
District of Columbia
$469K – – –
CCMD
471
Cypress Capital Management (Delaware)
Delaware
$468K +$9.81K +141 +2%
DWA
472
Dougherty Wealth Advisers
Minnesota
$468K +$33.6K +483 +8%
RWM
473
Reston Wealth Management
Virginia
$466K -$212K -3,048 -32%
FHA
474
Flagship Harbor Advisors
Massachusetts
$466K -$85.2K -1,225 -16%
YU
475
Yale University
Connecticut
$464K – – –
17 18
19
20 21