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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
501
Transform Wealth
Colorado
$923K +$21.2K +233 +2%
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$912K +$96.8K +1,062 +11%
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$912K +$992K +10,891 New
AWM
504
Apollon Wealth Management
South Carolina
$911K -$123K -1,347 -11%
CPO
505
Cerity Partners OCIO
New York
$897K -$10K -110 -1%
AA
506
Advisory Alpha
Michigan
$887K +$18K +198 +2%
PPW
507
Pinnacle Private Wealth
Massachusetts
$877K -$23.3K -256 -2%
FHA
508
First Horizon Advisors
Tennessee
$867K +$922K +10,123 +4,236%
MSA
509
Marino Stram & Associates
Massachusetts
$862K – – –
IFA
510
Index Fund Advisors
California
$861K – – –
CIA
511
Compass Ion Advisors
Pennsylvania
$857K +$22.2K +244 +2%
ACI
512
Alpha Cubed Investments
California
$852K -$493K -5,406 -35%
SC
513
Savant Capital
Illinois
$842K -$64.9K -712 -7%
WWM
514
Wolff Wiese Magana
California
$832K – – –
MG
515
Mather Group
Illinois
$830K +$106K +1,160 +13%
V
516
Veritable
Delaware
$829K – – –
WCFA
517
Walkner Condon Financial Advisors
Wisconsin
$819K +$729 +8 +0.1%
AWA
518
Alta Wealth Advisors
Massachusetts
$814K -$18.2K -200 -2%
FWM
519
ForthRight Wealth Management
Georgia
$807K -$102K -1,118 -10%
RSWM
520
Robertson Stephens Wealth Management
California
$805K +$78.6K +863 +10%
IAIM
521
Industrial Alliance Investment Management
Quebec, Canada
$804K +$294K +3,230 +51%
CTB
522
Country Trust Bank
Illinois
$803K – – –
GW
523
GW & Wade
Massachusetts
$802K +$668K +7,330 +327%
SAA
524
Southeast Asset Advisors
Georgia
$799K +$28.6K +314 +3%
VFPW
525
Vantage Financial Partners (Wisconsin)
Wisconsin
$794K -$47.8K -525 -5%
19 20
21
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