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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
501
Alpha Cubed Investments
California
$809K – – –
CL
502
Choreo LLC
Illinois
$809K +$899K +10,169 New
HIP
503
HUB Investment Partners
Texas
$808K -$119K -1,344 -12%
FHA
504
First Horizon Advisors
Tennessee
$805K -$20.5K -232 -2%
CWM
505
Congress Wealth Management
Massachusetts
$804K +$311K +3,513 +53%
GC
506
Gibson Capital
Pennsylvania
$804K +$385K +4,354 +76%
CIA
507
Compass Ion Advisors
Pennsylvania
$795K -$21.5K -243 -2%
SC
508
Savant Capital
Illinois
$791K -$9.37K -106 -1%
WWM
509
Wolff Wiese Magana
California
$790K – – –
KWS
510
Keystone Wealth Services
California
$784K +$59.4K +672 +7%
CW
511
Connectus Wealth
Ohio
$782K +$33.2K +375 +4%
AWA
512
Alta Wealth Advisors
Massachusetts
$780K +$8.84K +100 +1%
S
513
SignatureFD
Georgia
$776K +$258K +2,918 +43%
LWM
514
Ledge Wealth Management
Minnesota
$770K -$151K -1,703 -15%
IAIM
515
Industrial Alliance Investment Management
Quebec, Canada
$767K +$4.42K +50 +0.5%
CPO
516
Cerity Partners OCIO
New York
$763K -$98.8K -1,117 -10%
CTB
517
Country Trust Bank
Illinois
$762K – – –
SAA
518
Southeast Asset Advisors
Georgia
$759K – – –
AUB
519
Atlantic Union Bankshares
Virginia
$757K +$12.6K +142 +2%
FWM
520
ForthRight Wealth Management
Georgia
$755K -$11.9K -135 -1%
GW
521
GW & Wade
Massachusetts
$750K -$11.9K -135 -1%
ST
522
Somerset Trust
Pennsylvania
$746K – – –
OC
523
Oppenheimer & Co
New York
$743K +$47.2K +534 +6%
SIA
524
Schechter Investment Advisors
Michigan
$728K -$442 -5 -0.1%
CFA
525
Cahill Financial Advisors
Minnesota
$722K -$4.51K -51 -0.6%
19 20
21
22 23