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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
451
Klingman & Associates
New York
$865K +$21.8K +216 +3%
OC
452
Oppenheimer & Co
New York
$863K -$20.6K -204 -2%
CA
453
Claro Advisors
Massachusetts
$860K -$27.5K -272 -3%
WCG
454
Weaver Consulting Group
California
$855K +$506 +5 +0.1%
CRWM
455
Castle Rock Wealth Management
California
$846K +$11.1K +110 +1%
SC
456
Soundwatch Capital
Connecticut
$833K +$544K +5,377 +174%
WS
457
Wedbush Securities
California
$828K -$84.1K -832 -9%
TF
458
TimeScale Financial
Massachusetts
$811K – – –
PPP
459
Private Portfolio Partners
New Jersey
$811K -$63.2K -625 -7%
CSIC
460
Clifford Swan Investment Counsel
California
$810K – – –
BW
461
Bison Wealth
Georgia
$804K -$1.11M -10,981 -57%
MG
462
Mather Group
Illinois
$804K +$1.31K +13 +0.2%
WCWM
463
Willow Creek Wealth Management
California
$802K – – –
MM
464
Meridian Management
Arkansas
$797K – – –
MOS
465
MGO One Seven
Ohio
$793K -$607 -6 -0.1%
BC
466
Bartlett & Co
Ohio
$793K +$38.5K +381 +5%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$793K +$38.5K +381 +5%
CWC
468
Carolinas Wealth Consulting
North Carolina
$792K -$10.2K -101 -1%
GLA
469
Good Life Advisors
Pennsylvania
$780K -$47.3K -468 -6%
WCM
470
Windsor Capital Management
Arizona
$775K -$55.8K -552 -7%
AIC
471
Ameritas Investment Company
Nebraska
$768K +$52.3K +517 +7%
QPWM
472
Quadrant Private Wealth Management
Pennsylvania
$753K +$119K +1,179 +18%
SWA
473
SFMG Wealth Advisors
Texas
$749K +$94.8K +938 +14%
SWMP
474
Signature Wealth Management Partners
New Jersey
$746K +$39.3K +389 +5%
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$746K +$57.9K +573 +8%
17 18
19
20 21