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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
501
Trivium Point Advisory
Connecticut
$1.06M +$9.64K +113 +0.9%
CSWM
502
Cassady Schiller Wealth Management
Ohio
$1.06M -$14.8K -173 -1%
EBWM
503
Eagle Bluffs Wealth Management
Missouri
$1.05M +$16.8K +197 +2%
CWM
504
Cahaba Wealth Management
Georgia
$1.04M -$23.3K -273 -2%
GFP
505
Gryphon Financial Partners
Ohio
$1.04M -$1.88K -22 -0.2%
MA
506
Mutual Advisors
Nebraska
$1.03M -$126K -1,479 -11%
AWMG
507
Alliance Wealth Management Group
New Jersey
$1.03M +$78.9K +925 +8%
SG
508
StoneX Group
New York
$1.02M -$2.51M -29,373 -71%
MPCL
509
My Personal CFO LLC
Washington
$1.01M
WCFA
510
Walkner Condon Financial Advisors
Wisconsin
$1.01M +$49.6K +581 +5%
OCM
511
Objective Capital Management
Ohio
$1.01M +$29.4K +345 +3%
CA
512
Clearstead Advisors
Ohio
$1.01M +$5.97K +70 +0.6%
CA
513
Centerpoint Advisors
Massachusetts
$992K -$21K -246 -2%
LA
514
Legacy Advisors
Pennsylvania
$977K
Financial Engines Advisors
515
Financial Engines Advisors
California
$973K +$713K +8,351 +267%
AWM
516
Abound Wealth Management
Tennessee
$971K -$1.5M -17,575 -61%
BRIM
517
Broad Run Investment Management
Virginia
$964K +$970K +11,369 New
BIP
518
Blueprint Investment Partners
North Carolina
$962K +$822K +9,637 +563%
AA
519
Advisory Alpha
Michigan
$946K -$30.6K -359 -3%
VPP
520
Vertex Planning Partners
Illinois
$940K +$946K +11,081 New
BCA
521
Bay Colony Advisors
Massachusetts
$938K -$55K -644 -6%
HIP
522
HUB Investment Partners
Texas
$906K +$44.6K +522 +5%
ZIM
523
Zacks Investment Management
Illinois
$900K +$906K +10,619 New
AF
524
Apexium Financial
Texas
$898K -$9.99K -117 -1%
BWL
525
Bogart Wealth LLC
Virginia
$889K +$773K +9,054 +636%