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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
551
WFA of San Diego
California
$614K -$18.6K -210 -3%
AWM
552
Axxcess Wealth Management
California
$613K -$327K -3,693 -32%
CSIC
553
Clifford Swan Investment Counsel
California
$611K – – –
GWM
554
Greenhouse Wealth Management
Connecticut
$611K – – –
PPP
555
Private Portfolio Partners
New Jersey
$610K -$8.05K -91 -1%
PCWA
556
Pacific Capital Wealth Advisors
California
$610K +$137K +1,550 +25%
DWM
557
Doyle Wealth Management
Florida
$601K +$21.3K +241 +3%
WCWM
558
Willow Creek Wealth Management
California
$600K -$54K -611 -7%
SPWM
559
Schrum Private Wealth Management
Florida
$600K +$265 +3 +0%
SXL
560
Summit X LLC
Missouri
$599K +$20K +226 +3%
CAG
561
Csenge Advisory Group
Florida
$595K -$3.19M -36,063 -83%
FOA
562
Five Oceans Advisors
California
$595K +$29.6K +335 +5%
RFA
563
Resurgent Financial Advisors
Georgia
$594K +$18K +204 +3%
WS
564
Wedbush Securities
California
$592K +$39.3K +444 +6%
JTWM
565
Jackson Thornton Wealth Management
Alabama
$589K +$431K +4,871 +192%
BAAM
566
Baker Avenue Asset Management
California
$588K +$654K +7,398 New
MAS
567
Madden Advisory Services
Florida
$584K – – –
DAS
568
Dynamic Advisor Solutions
Arizona
$580K +$222K +2,516 +53%
BIP
569
Bouvel Investment Partners
Pennsylvania
$579K +$101K +1,146 +19%
RCM
570
Regency Capital Management
Hawaii
$576K +$56.3K +637 +10%
WAAG
571
Wealth Alliance Advisory Group
Kansas
$574K -$15.8M -178,806 -96%
COCM
572
Charter Oak Capital Management
New Hampshire
$572K -$111K -1,254 -15%
PPW
573
Pasadena Private Wealth
California
$571K +$45.7K +517 +8%
RPC
574
Rossmore Private Capital
Connecticut
$569K – – –
WCM
575
Windsor Capital Management
Arizona
$565K -$59.5K -673 -9%
21 22
23
24 25