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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
576
Lineweaver Wealth Advisors
Ohio
$390K -$718 -8 -0.2%
CGFA
577
Colton Groome Financial Advisors
North Carolina
$390K – – –
CST
578
Charles Schwab Trust
Nevada
$387K +$374K +4,172 New
NEGWA
579
New England Guild Wealth Advisors
Connecticut
$386K – – –
IA
580
IFG Advisory
Georgia
$382K +$112K +1,248 +43%
AAMC
581
Asset Allocation & Management Company
Illinois
$379K – – –
LRIA
582
Leonard Rickey Investment Advisors
Washington
$378K +$1.08K +12 +0.3%
WCM
583
WealthBridge Capital Management
Ohio
$377K +$2.6K +29 +0.7%
BG
584
Benedetti & Gucer
Georgia
$377K +$369K +4,117 New
SW
585
SteelPeak Wealth
California
$376K -$15.7K -175 -4%
CCA
586
Childress Capital Advisors
Texas
$375K +$368K +4,100 New
AC
587
Apella Capital
Connecticut
$369K – – –
HNB
588
Huntington National Bank
Ohio
$368K – – –
LWP
589
Legacy Wealth Planning
Nevada
$367K -$22.2K -248 -6%
DIA
590
Dana Investment Advisors
Wisconsin
$366K -$17.8K -199 -5%
IFG
591
Investors Financial Group
Minnesota
$364K +$99.6K +1,110 +39%
PWM
592
Perigon Wealth Management
California
$361K -$38.2K -426 -10%
RWM
593
Ritholtz Wealth Management
New York
$361K +$57.4K +640 +19%
HIA
594
Harbor Investment Advisory
Maryland
$357K -$6.46K -72 -2%
SFSIG
595
San Francisco Sentry Investment Group
California
$357K -$4.49K -50 -1%
WPW
596
Waldron Private Wealth
Pennsylvania
$354K -$4.04K -45 -1%
BL
597
Balentine LLC
Georgia
$353K +$346K +3,856 New
MSFS
598
Main Street Financial Solutions
Pennsylvania
$352K +$2.51K +28 +0.7%
LFA
599
Lighthouse Financial Advisors
Maryland
$350K -$13.2K -147 -4%
SBH
600
Segall Bryant & Hamill
Illinois
$349K – – –
22 23
24
25 26