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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
501
KWMG LLC
Kansas
$672K
MIG
502
McGuire Investment Group
Rhode Island
$669K +$57.7K +571 +9%
IDA
503
Intelligence Driven Advisers
California
$667K -$19.2K -190 -3%
COCM
504
Charter Oak Capital Management
New Hampshire
$659K -$93.8K -928 -12%
IFWM
505
Institute for Wealth Management
Colorado
$659K +$6.47K +64 +1%
T
506
TrueFG
Texas
$653K +$20.9K +207 +3%
YU
507
Yale University
Connecticut
$651K
AWA
508
Arkadios Wealth Advisors
Georgia
$645K -$1.11M -10,932 -62%
MA
509
MBA Advisors
Pennsylvania
$643K +$47.6K +471 +8%
AO
510
Advisor OS
Illinois
$636K
AP
511
Advisor Partners
California
$635K -$7.89K -78 -1%
DWM
512
Doyle Wealth Management
Florida
$632K +$179K +1,769 +38%
AWM
513
Apollon Wealth Management
South Carolina
$632K +$650K +6,428 New
SF
514
Symphony Financial
Texas
$626K -$89.1K -881 -12%
BWA
515
Burt Wealth Advisors
Maryland
$625K
BIP
516
Bouvel Investment Partners
Pennsylvania
$623K -$10.5K -104 -2%
RTL
517
Red Tortoise LLC
Georgia
$616K +$783K +7,744 New
EPWM
518
Essex Private Wealth Management
Massachusetts
$614K +$7.18K +71 +1%
Deutsche Bank
519
Deutsche Bank
Germany
$613K -$3.4M -33,585 -84%
CWM
520
Capital Wealth Management
Rhode Island
$613K
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$608K +$537K +5,311 +608%
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$602K -$84K -831 -12%
PCWA
523
Pacific Capital Wealth Advisors
California
$602K
RWM
524
Raffa Wealth Management
District of Columbia
$600K
BA
525
Bellwether Advisors
Nebraska
$598K +$404 +4 +0.1%