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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
476
Beirne Wealth Consulting Services
Connecticut
$224K – – –
DIA
477
Dana Investment Advisors
Wisconsin
$223K -$87.9K -1,342 -29%
CFS
478
CRA Financial Services
New Jersey
$223K +$14.9K +227 +7%
WBC
479
West Branch Capital
Massachusetts
$222K -$32.7K -499 -13%
I
480
INVST
Indiana
$222K +$217K +3,309 New
JCM
481
Janney Capital Management
Pennsylvania
$220K -$53.3K -813 -20%
MG
482
Mather Group
Illinois
$219K +$216K +3,294 New
SFA
483
Semmax Financial Advisors
North Carolina
$217K -$711K -10,853 -77%
FAM
484
Fenimore Asset Management
New York
$216K -$18.2K -278 -8%
MCM
485
MAI Capital Management
Ohio
$213K -$9.37K -143 -4%
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$7.14K -109 -3%
LF
487
Lantz Financial
Illinois
$210K – – –
FA
488
Fagan Associates
New York
$210K +$207K +3,155 New
EWA
489
EP Wealth Advisors
California
$205K +$201K +3,070 New
FCIM
490
Fairview Capital Investment Management
California
$205K +$202K +3,085 New
W
491
Wealthquest
Ohio
$204K +$201K +3,073 New
PCA
492
Personal Capital Advisors
California
$203K -$60.2K -918 -23%
BFG
493
Barber Financial Group
Kansas
$203K +$200K +3,045 New
TYCC
494
Texas Yale Capital Corp
Florida
$203K +$200K +3,054 New
FFG
495
Frisch Financial Group
New York
$202K +$199K +3,039 New
IWA
496
Intercontinental Wealth Advisors
Texas
$177K – – –
RFA
497
Reilly Financial Advisors
California
$160K +$75.4K +1,150 +92%
PO
498
Private Ocean
California
$150K -$23.9K -365 -14%
BFEC
499
Benjamin F. Edwards & Company
Missouri
$143K – – –
EI
500
Ellevest Inc
New York
$130K – – –
18 19
20
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