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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
MBA Advisors
Pennsylvania
$599K +$583K +6,062 New
RIG
527
Roosevelt Investment Group
New York
$597K +$63.4K +659 +12%
FMI
528
Fiduciary Management Inc
Wisconsin
$597K +$581K +6,040 New
T
529
TrueFG
Texas
$595K +$7.6K +79 +1%
CCM
530
Carlson Capital Management
Minnesota
$595K +$146K +1,516 +34%
AWM
531
Avior Wealth Management
Nebraska
$592K -$8.85K -92 -2%
CCG
532
Cypress Capital Group
Florida
$581K -$25K -260 -4%
PFPT
533
Pinnacle Financial Partners (Tennessee)
Tennessee
$577K – – –
PWA
534
Pinnacle Wealth Advisors
Tennessee
$577K +$562K +5,843 New
WP
535
WealthPLAN Partners
Nebraska
$575K +$385 +4 +0.1%
HNB
536
Huntington National Bank
Ohio
$574K – – –
AWMG
537
Alliance Wealth Management Group
New Jersey
$573K +$557K +5,795 New
MFA
538
McClarren Financial Advisors
Pennsylvania
$572K +$1.25K +13 +0.2%
GFP
539
Gryphon Financial Partners
Ohio
$570K +$577 +6 +0.1%
CC
540
Cadinha & Co
Hawaii
$568K +$2.69K +28 +0.5%
PD
541
Planning Directions
Pennsylvania
$566K -$15.5K -161 -3%
PWM
542
Perigon Wealth Management
California
$561K +$167K +1,740 +44%
AFP
543
Ausdal Financial Partners
Iowa
$550K -$320K -3,330 -37%
RCM
544
Regency Capital Management
Hawaii
$550K +$448K +4,656 +509%
MC
545
Moors & Cabot
Massachusetts
$546K +$94.5K +983 +22%
MCM
546
Mengis Capital Management
Oregon
$544K -$6.92K -72 -1%
MCWS
547
McKinley Carter Wealth Services
West Virginia
$529K -$35.2K -366 -6%
W
548
Wealthquest
Ohio
$528K -$586K -6,094 -53%
CCMD
549
Cypress Capital Management (Delaware)
Delaware
$528K -$13.6K -141 -3%
SCM
550
SOL Capital Management
Maryland
$525K -$673 -7 -0.1%
20 21
22
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