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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
526
Essex Savings Bank
Connecticut
$260K – – –
DC
527
Davenport & Co
Virginia
$260K +$1.65K +24 +0.5%
LBD
528
Landsberg Bennett & Dubbaneh
Florida
$259K +$18.3K +266 +6%
FAM
529
Fenimore Asset Management
New York
$257K +$50.7K +739 +20%
RFC
530
Regions Financial Corp
Alabama
$255K -$120K -1,752 -28%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$254K +$305K +4,447 New
NC
532
NovaPoint Capital
Georgia
$253K – – –
SCA
533
Spearhead Capital Advisors
Florida
$249K +$298K +4,347 New
FCA
534
FLC Capital Advisors
California
$249K +$307K +4,471 New
CCM
535
Carlson Capital Management
Minnesota
$247K +$270K +3,939 New
BAC
536
Boys Arnold & Co
North Carolina
$245K +$292K +4,253 New
FA
537
FDx Advisors
Illinois
$243K +$93.6K +1,364 +47%
WCM
538
WealthBridge Capital Management
Ohio
$239K -$376K -5,475 -57%
CFG
539
Cooper Financial Group
California
$236K +$54.5K +794 +24%
AWM
540
Affinity Wealth Management
Delaware
$236K +$57.2K +834 New
WC
541
Waterloo Capital
Texas
$235K +$282K +4,110 New
AIC
542
Ameritas Investment Company
Nebraska
$231K -$36.2K -527 -12%
CDIA
543
Capital Directions Investment Advisors
Georgia
$228K -$163K -2,375 -37%
SFSIG
544
San Francisco Sentry Investment Group
California
$226K -$6.18K -90 -2%
PO
545
Private Ocean
California
$226K -$69 -1 -0%
LNB
546
Ledyard National Bank
$226K +$48.4K +706 +22%
CIC
547
Carnegie Investment Counsel
Ohio
$223K – – –
EP
548
Eudaimonia Partners
Tennessee
$222K -$40.9K -596 -13%
VWA
549
Visionary Wealth Advisors
Illinois
$222K +$267K +3,896 New
MWM
550
Modera Wealth Management
New Jersey
$220K +$264K +3,846 New
20 21
22
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