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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
451
Level Four Advisory Services
Texas
$1.32M +$1.29M +12,321 New
MPCL
452
My Personal CFO LLC
Washington
$1.31M +$1.28M +12,223 New
SFS
453
Sowell Financial Services
Arkansas
$1.3M +$1.27M +12,143 New
TW
454
Transform Wealth
Colorado
$1.29M -$67K -641 -5%
WCFA
455
Walkner Condon Financial Advisors
Wisconsin
$1.28M +$193K +1,846 +18%
MGIA
456
Moneta Group Investment Advisors
Missouri
$1.26M -$732 -7 -0.1%
Brown Advisory
457
Brown Advisory
Maryland
$1.25M +$83.9K +803 +7%
CWA
458
Clarus Wealth Advisors
Arizona
$1.25M -$1.14M -10,864 -48%
AA
459
Advisory Alpha
Michigan
$1.25M -$5.33K -51 -0.4%
GL
460
Graypoint LLC
New York
$1.25M
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$1.25M
CWS
462
Cypress Wealth Services
California
$1.24M -$111K -1,062 -8%
VFA
463
Valeo Financial Advisors
Indiana
$1.24M +$13.4K +128 +1%
BFC
464
Blue Fin Capital
Rhode Island
$1.24M +$75.7K +724 +7%
FCM
465
Fourpath Capital Management
Oklahoma
$1.24M +$1.21M +11,559 New
MGIA
466
Matthew Goff Investment Advisor
Texas
$1.23M +$1.57K +15 +0.1%
CFD
467
Creative Financial Designs
Indiana
$1.22M +$177K +1,693 +17%
CA
468
Clearstead Advisors
Ohio
$1.21M +$40.7K +389 +4%
CAM
469
Concorde Asset Management
Michigan
$1.21M -$168K -1,611 -12%
PFPT
470
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.18M +$545K +5,217 +89%
SC
471
Savant Capital
Illinois
$1.17M -$20.6K -197 -2%
FWM
472
ForthRight Wealth Management
Georgia
$1.17M -$57.2K -547 -5%
CFA
473
Cahill Financial Advisors
Minnesota
$1.15M -$108K -1,033 -9%
PPW
474
Pinnacle Private Wealth
Massachusetts
$1.14M +$1.11M +10,641 New
WOSD
475
WFA of San Diego
California
$1.14M -$56.5K -541 -5%