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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
501
Summit X LLC
Missouri
$690K +$62.6K +651 +10%
SHIM
502
Stone House Investment Management
Pennsylvania
$687K +$7.69K +80 +1%
FLPIM
503
F.L. Putnam Investment Management
Massachusetts
$686K +$668K +6,946 New
IDA
504
Intelligence Driven Advisers
California
$683K -$57.3K -596 -8%
GIA
505
GHP Investment Advisors
Colorado
$678K – – –
HWA
506
HCR Wealth Advisors
California
$678K – – –
KL
507
KWMG LLC
Kansas
$676K – – –
LFAS
508
Level Four Advisory Services
Texas
$660K -$66.4K -690 -9%
SWA
509
SFMG Wealth Advisors
Texas
$659K +$13.1K +136 +2%
MGIA
510
Matthew Goff Investment Advisor
Texas
$656K – – –
IFWM
511
Institute for Wealth Management
Colorado
$655K +$1.15K +12 +0.2%
YU
512
Yale University
Connecticut
$653K +$21.6K +225 +4%
AP
513
Advisor Partners
California
$645K -$4.71K -49 -0.7%
QPWM
514
Quadrant Private Wealth Management
Pennsylvania
$640K – – –
AO
515
Advisor OS
Illinois
$638K – – –
BIP
516
Bouvel Investment Partners
Pennsylvania
$636K +$3.75K +39 +0.6%
BWA
517
Burt Wealth Advisors
Maryland
$627K – – –
MIG
518
McGuire Investment Group
Rhode Island
$616K -$13.9K -145 -2%
CWM
519
Capital Wealth Management
Rhode Island
$615K +$28.1K +292 +5%
EPWM
520
Essex Private Wealth Management
Massachusetts
$610K +$10.1K +105 +2%
PCWA
521
Pacific Capital Wealth Advisors
California
$604K – – –
RWM
522
Raffa Wealth Management
District of Columbia
$602K – – –
AWA
523
ARS Wealth Advisors
Florida
$601K +$96 +1 +0%
BA
524
Bellwether Advisors
Nebraska
$600K -$79.1K -823 -12%
1IA
525
1834 Investment Advisors
Wisconsin
$599K -$1.54K -16 -0.3%
19 20
21
22 23