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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
Solidarity Wealth
Utah
$837K +$839K +8,419 New
Willow Creek Wealth Management
527
Willow Creek Wealth Management
California
$823K – – –
MM
528
Meridian Management
Arkansas
$818K – – –
WOSD
529
WFA of San Diego
California
$807K -$262K -2,632 -25%
SWMP
530
Signature Wealth Management Partners
New Jersey
$806K +$33.3K +334 +4%
Charter Oak Capital Management
531
Charter Oak Capital Management
New Hampshire
$804K +$33K +331 +4%
Klingman & Associates
532
Klingman & Associates
New York
$797K -$91K -913 -10%
CWC
533
Carolinas Wealth Consulting
North Carolina
$795K -$13.4K -134 -2%
Good Life Advisors
534
Good Life Advisors
Pennsylvania
$794K -$4.19K -42 -0.5%
PPP
535
Private Portfolio Partners
New Jersey
$783K -$61.7K -619 -7%
SPWM
536
Schrum Private Wealth Management
Florida
$782K +$92.4K +927 +13%
Clifford Swan Investment Counsel
537
Clifford Swan Investment Counsel
California
$776K – – –
EA
538
Elm Advisors
California
$776K – – –
Cypress Capital Group
539
Cypress Capital Group
Florida
$776K +$4.09K +41 +0.5%
GWM
540
Greenhouse Wealth Management
Connecticut
$773K +$2.49K +25 +0.3%
TFA
541
Trinity Financial Advisors
Ohio
$764K +$248K +2,487 +49%
WCM
542
Windsor Capital Management
Arizona
$757K -$38.5K -386 -5%
KM
543
Kalos Management
Georgia
$754K +$328K +3,286 +66%
SXL
544
Summit X LLC
Missouri
$752K -$21K -211 -3%
MAS
545
Madden Advisory Services
Florida
$742K – – –
Wedbush Securities
546
Wedbush Securities
California
$738K -$68.5K -687 -9%
MGO One Seven
547
MGO One Seven
Ohio
$729K -$16.2K -162 -2%
Stonebridge Capital Advisors
548
Stonebridge Capital Advisors
Minnesota
$729K -$10K -100 -1%
Rossmore Private Capital
549
Rossmore Private Capital
Connecticut
$722K – – –
SWA
550
Strategies Wealth Advisors
Michigan
$719K -$17.5K -176 -2%