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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
526
Signature Wealth Management Partners
New Jersey
$818K +$6.69K +64 +0.8%
CCG
527
Cypress Capital Group
Florida
$818K +$185K +1,769 +30%
GWM
528
Greenhouse Wealth Management
Connecticut
$817K +$5.75K +55 +0.7%
SXL
529
Summit X LLC
Missouri
$817K +$46.7K +447 +6%
COCM
530
Charter Oak Capital Management
New Hampshire
$817K +$97.2K +930 +14%
AWM
531
Apollon Wealth Management
South Carolina
$804K +$114K +1,087 +17%
MOS
532
MGO One Seven
Ohio
$790K -$18.6K -178 -2%
MAS
533
Madden Advisory Services
Florida
$786K -$10.3K -99 -1%
SIA
534
Schechter Investment Advisors
Michigan
$786K +$768K +7,348 New
SCA
535
Stonebridge Capital Advisors
Minnesota
$783K -$20.5K -196 -3%
SWA
536
Strategies Wealth Advisors
Michigan
$781K +$763K +7,299 New
SF
537
Synovus Financial
Georgia
$774K -$1.25K -12 -0.2%
SPWM
538
Schrum Private Wealth Management
Florida
$772K +$754K +7,215 New
DIA
539
Dana Investment Advisors
Wisconsin
$769K +$183K +1,749 +32%
OIM
540
Opus Investment Management
Massachusetts
$768K – – –
RPC
541
Rossmore Private Capital
Connecticut
$765K -$209K -2,000 -22%
BCA
542
Bay Colony Advisors
Massachusetts
$761K +$4.39K +42 +0.6%
AWM
543
Axxcess Wealth Management
California
$758K +$741K +7,090 New
DC
544
Davenport & Co
Virginia
$757K +$739K +7,074 New
CRWM
545
Castle Rock Wealth Management
California
$742K -$29.6K -283 -4%
PWM
546
Pinnacle Wealth Management
California
$741K +$724K +6,928 New
RCM
547
Regency Capital Management
Hawaii
$739K +$116K +1,110 +19%
IFG
548
Investors Financial Group
Minnesota
$739K +$190K +1,814 +36%
PG
549
Proffitt & Goodson
Tennessee
$737K -$49.3K -472 -6%
GIA
550
GHP Investment Advisors
Colorado
$735K – – –
20 21
22
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