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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
501
Derby & Company
Massachusetts
$378K +$361K +5,195 New
XF
502
XML Financial
Maryland
$375K +$359K +5,160 New
DWM
503
Doyle Wealth Management
Florida
$374K -$202K -2,905 -36%
GFP
504
Gryphon Financial Partners
Ohio
$370K -$2.3K -33 -0.6%
CCG
505
Cypress Capital Group
Florida
$369K – – –
M
506
MOTCO
Texas
$367K – – –
MCM
507
Mengis Capital Management
Oregon
$362K – – –
SIS
508
SVB Investment Services
Utah
$359K +$344K +4,941 New
LWA
509
LWS Wealth Advisors
New Jersey
$359K +$344K +4,946 New
OWM
510
Opes Wealth Management
California
$354K +$44.5K +640 +15%
IDA
511
Intelligence Driven Advisers
California
$350K +$335K +4,821 New
PA
512
PSI Advisors
Florida
$346K +$331K +4,762 New
JWA
513
JFS Wealth Advisors
Pennsylvania
$345K +$22.5K +323 +7%
EFS
514
Essex Financial Services
Connecticut
$343K -$40.1K -576 -11%
LJHT
515
Laurie J. Hall Trustee
$342K – – –
SCM
516
Southport Capital Management
Tennessee
$340K +$70 +1 +0%
AIC
517
Ameritas Investment Company
Nebraska
$332K +$67.9K +976 +27%
ESB
518
Essex Savings Bank
Connecticut
$330K +$16.5K +237 +6%
LF
519
Lantz Financial
Illinois
$330K +$34.2K +491 +12%
MWC
520
MKD Wealth Coaches
Michigan
$328K -$18.6K -268 -6%
TCM
521
Telos Capital Management
California
$328K +$314K +4,511 New
DC
522
Davenport & Co
Virginia
$328K +$314K +4,519 New
PFS
523
Prospera Financial Services
Texas
$326K -$33.8K -486 -10%
PA
524
PFG Advisors
Arizona
$326K +$11K +158 +4%
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$325K -$93.2K -1,339 -23%
19 20
21
22 23