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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
501
Talisman Wealth Advisors
New Jersey
$2.21M -$351K -2,708 -14%
PFM
502
Peak Financial Management
Massachusetts
$2.19M -$16.8K -130 -0.8%
SFG
503
Sowa Financial Group
Rhode Island
$2.19M -$66.7K -515 -3%
ABC
504
Associated Banc-Corp
Wisconsin
$2.19M -$61.9K -478 -3%
TPA
505
Trivium Point Advisory
Connecticut
$2.17M +$418K +3,227 +24%
CTWM
506
Cherry Tree Wealth Management
Minnesota
$2.17M -$29.4K -227 -1%
HC
507
Hamilton Capital
Ohio
$2.17M – – –
BF
508
Brooklyn FI
New York
$2.16M +$23K +178 +1%
GA
509
Geller Advisors
New York
$2.16M +$1.04K +8 +0%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$2.16M +$6.21K +48 +0.3%
SHGA
511
Sand Hill Global Advisors
California
$2.14M – – –
LFA
512
Lauterbach Financial Advisors
Texas
$2.14M +$102K +790 +5%
CPA
513
Cardiff Park Advisors
California
$2.14M -$3.63K -28 -0.2%
TPCW
514
TD Private Client Wealth
New York
$2.12M +$336K +2,592 +19%
TWG
515
The Wealth Group
Minnesota
$2.12M -$155K -1,198 -7%
DWP
516
Destiny Wealth Partners
Florida
$2.11M +$43.6K +337 +2%
S
517
SignatureFD
Georgia
$2.1M -$17.5K -135 -0.8%
GWM
518
GSB Wealth Management
Connecticut
$2.09M -$76.7K -592 -4%
SPWM
519
Schrum Private Wealth Management
Florida
$2.09M -$168K -1,296 -7%
TP
520
Tranquility Partners
Tennessee
$2.09M -$5.7K -44 -0.3%
AWM
521
AE Wealth Management
Kansas
$2.06M +$19.6K +151 +1%
AFG
522
Atomi Financial Group
New York
$2.04M -$91.4K -706 -4%
HPM
523
Hoxton Planning & Management
West Virginia
$2.04M -$19.3K -149 -0.9%
NW
524
NewEdge Wealth
Pennsylvania
$2.03M -$31.9K -246 -2%
DWM
525
Dopkins Wealth Management
New York
$2.02M +$1.28M +9,884 +169%
19 20
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