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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
501
Efficient Advisors
Ohio
$673K -$49.9K -493 -7%
KL
502
KWMG LLC
Kansas
$672K – – –
MIG
503
McGuire Investment Group
Rhode Island
$669K +$57.7K +571 +9%
IDA
504
Intelligence Driven Advisers
California
$667K -$19.2K -190 -3%
COCM
505
Charter Oak Capital Management
New Hampshire
$659K -$93.8K -928 -12%
IFWM
506
Institute for Wealth Management
Colorado
$659K +$6.47K +64 +1%
T
507
TrueFG
Texas
$653K +$20.9K +207 +3%
YU
508
Yale University
Connecticut
$651K – – –
Arkadios Wealth Advisors
509
Arkadios Wealth Advisors
Georgia
$645K -$1.11M -10,932 -62%
MA
510
MBA Advisors
Pennsylvania
$643K +$47.6K +471 +8%
AO
511
Advisor OS
Illinois
$636K – – –
AP
512
Advisor Partners
California
$635K -$7.89K -78 -1%
DWM
513
Doyle Wealth Management
Florida
$632K +$179K +1,769 +38%
Apollon Wealth Management
514
Apollon Wealth Management
South Carolina
$632K +$650K +6,428 New
SF
515
Symphony Financial
Texas
$626K -$89.1K -881 -12%
BWA
516
Burt Wealth Advisors
Maryland
$625K – – –
BIP
517
Bouvel Investment Partners
Pennsylvania
$623K -$10.5K -104 -2%
RTL
518
Red Tortoise LLC
Georgia
$616K +$783K +7,744 New
EPWM
519
Essex Private Wealth Management
Massachusetts
$614K +$7.18K +71 +1%
Deutsche Bank
520
Deutsche Bank
Germany
$613K -$3.4M -33,585 -84%
CWM
521
Capital Wealth Management
Rhode Island
$613K – – –
Farmers & Merchants Investments Inc
522
Farmers & Merchants Investments Inc
Nebraska
$608K +$537K +5,311 +608%
F.L. Putnam Investment Management
523
F.L. Putnam Investment Management
Massachusetts
$602K -$84K -831 -12%
PCWA
524
Pacific Capital Wealth Advisors
California
$602K – – –
RWM
525
Raffa Wealth Management
District of Columbia
$600K – – –