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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
476
Opus Investment Management
Massachusetts
$658K +$644K +7,180 New
C
477
Certuity
Florida
$650K – – –
SWMP
478
Signature Wealth Management Partners
New Jersey
$639K +$142K +1,579 +29%
EWA
479
EP Wealth Advisors
California
$636K +$252K +2,810 +68%
BA
480
Bellwether Advisors
Nebraska
$632K -$325K -3,628 -34%
HWA
481
HCR Wealth Advisors
California
$629K -$97.8K -1,090 -14%
GIA
482
GHP Investment Advisors
Colorado
$629K +$616K +6,869 New
KL
483
KWMG LLC
Kansas
$626K -$2.51K -28 -0.4%
SXL
484
Summit X LLC
Missouri
$622K +$4.39K +49 +0.7%
CFD
485
Creative Financial Designs
Indiana
$613K +$27.9K +311 +5%
MGIA
486
Matthew Goff Investment Advisor
Texas
$608K -$495K -5,520 -45%
PWP
487
Personal Wealth Partners
Minnesota
$607K -$116K -1,296 -16%
IFWM
488
Institute for Wealth Management
Colorado
$606K +$6.28K +70 +1%
SF
489
Synovus Financial
Georgia
$605K +$1.26K +14 +0.2%
AP
490
Advisor Partners
California
$602K -$2.96K -33 -0.5%
SWA
491
SFMG Wealth Advisors
Texas
$599K +$301K +3,352 +105%
PA
492
PFG Advisors
Arizona
$597K +$2.69K +30 +0.5%
BFC
493
Blue Fin Capital
Rhode Island
$596K +$15.2K +169 +3%
QPWM
494
Quadrant Private Wealth Management
Pennsylvania
$594K +$4.93K +55 +0.9%
SHIM
495
Stone House Investment Management
Pennsylvania
$593K – – –
AO
496
Advisor OS
Illinois
$592K +$580K +6,465 New
BIP
497
Bouvel Investment Partners
Pennsylvania
$586K -$93.5K -1,042 -14%
YU
498
Yale University
Connecticut
$585K – – –
MIG
499
McGuire Investment Group
Rhode Island
$584K +$5.38K +60 +0.9%
BWA
500
Burt Wealth Advisors
Maryland
$582K – – –
18 19
20
21 22