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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
551
Schechter Investment Advisors
Michigan
$716K -$25.2K -253 -3%
CCA
552
Cadent Capital Advisors
Oklahoma
$716K +$708K +7,096 New
PG
553
Proffitt & Goodson
Tennessee
$707K +$12.3K +123 +2%
FOA
554
Five Oceans Advisors
California
$704K +$37.6K +377 +6%
MIG
555
McGuire Investment Group
Rhode Island
$702K +$10.4K +104 +2%
MPW
556
Monterey Private Wealth
California
$701K +$682K +6,844 New
GIA
557
GHP Investment Advisors
Colorado
$693K
HWA
558
HCR Wealth Advisors
California
$693K
VWA
559
Visionary Wealth Advisors
Illinois
$691K +$158K +1,585 +30%
KL
560
KWMG LLC
Kansas
$690K +$199 +2 +0%
MC
561
Moors & Cabot
Massachusetts
$690K +$80.6K +808 +13%
S
562
SignatureFD
Georgia
$688K +$6.38K +64 +0.9%
IFWM
563
Institute for Wealth Management
Colorado
$684K +$3.09K +31 +0.5%
DWM
564
Doyle Wealth Management
Florida
$681K +$27.7K +278 +4%
BF
565
BOK Financial
Oklahoma
$678K +$99K +993 +17%
ESB
566
Essex Savings Bank
Connecticut
$677K
SWA
567
SFMG Wealth Advisors
Texas
$673K
ACWM
568
Adams Chetwood Wealth Management
North Carolina
$671K +$663K +6,652 New
CWM
569
Congress Wealth Management
Massachusetts
$666K -$4.67M -46,831 -88%
National Bank of Canada
570
National Bank of Canada
Quebec, Canada
$666K +$59.1K +593 +10%
SF
571
Synovus Financial
Georgia
$664K -$64.3K -645 -9%
EWA
572
EP Wealth Advisors
California
$663K +$399 +4 +0.1%
SC
573
Soundwatch Capital
Connecticut
$662K -$190K -1,910 -23%
YU
574
Yale University
Connecticut
$662K
DAS
575
Dynamic Advisor Solutions
Arizona
$656K +$218K +2,186 +51%