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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
451
HCR Wealth Advisors
California
$686K – – –
PWP
452
Personal Wealth Partners
Minnesota
$683K -$2.02K -25 -0.3%
AWM
453
Apollon Wealth Management
South Carolina
$680K +$638K +7,883 New
EA
454
Elm Advisors
California
$671K – – –
RSWM
455
Robertson Stephens Wealth Management
California
$669K -$194K -2,401 -24%
IRC
456
Investors Research Corp
Georgia
$669K +$344K +4,252 +121%
MAS
457
Madden Advisory Services
Florida
$667K -$3.32K -41 -0.5%
CSIC
458
Clifford Swan Investment Counsel
California
$662K -$213K -2,631 -26%
NPF
459
Norris Perne & French
Michigan
$653K -$71K -876 -10%
COCM
460
Charter Oak Capital Management
New Hampshire
$647K +$608K +7,501 New
BIP
461
Bouvel Investment Partners
Pennsylvania
$642K +$603K +7,442 New
FHA
462
Flagship Harbor Advisors
Massachusetts
$628K +$106K +1,310 +22%
MWM
463
Modera Wealth Management
New Jersey
$628K +$279K +3,444 +90%
C
464
Certuity
Florida
$612K +$14.2K +175 +3%
AIC
465
Ameritas Investment Company
Nebraska
$608K +$238K +2,937 +71%
AWAP
466
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$608K +$571K +7,051 New
KA
467
Klingman & Associates
New York
$594K +$339K +4,191 +155%
SHIM
468
Stone House Investment Management
Pennsylvania
$593K -$7.53K -93 -1%
KL
469
KWMG LLC
Kansas
$592K -$36.9K -455 -6%
SF
470
Symphony Financial
Texas
$584K -$3.48K -43 -0.6%
SXL
471
Summit X LLC
Missouri
$582K +$547K +6,748 New
SAS
472
Sanford Advisory Services
Michigan
$579K +$544K +6,714 New
5L
473
55I LLC
Massachusetts
$571K -$212K -2,614 -28%
AP
474
Advisor Partners
California
$570K -$43.1K -532 -7%
SF
475
Synovus Financial
Georgia
$568K -$13K -160 -2%
17 18
19
20 21