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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
576
Essex Savings Bank
Connecticut
$599K +$40.9K +449 +7%
MWP
577
Madison Wealth Partners
Wisconsin
$595K +$647K +7,096 New
TFCP
578
Twin Focus Capital Partners
Massachusetts
$595K +$647K +7,100 New
VWA
579
Visionary Wealth Advisors
Illinois
$594K +$22.7K +249 +4%
YIH
580
Y-Intercept (HK)
Hong Kong
$588K +$639K +7,018 New
SWA
581
Strategies Wealth Advisors
Michigan
$588K -$9.93K -109 -2%
WS
582
Wedbush Securities
California
$586K -$28.6K -314 -4%
SWA
583
SFMG Wealth Advisors
Texas
$585K +$28.1K +308 +5%
SCA
584
Stonebridge Capital Advisors
Minnesota
$580K -$27.3K -300 -4%
AIP
585
ARS Investment Partners
New York
$577K +$628K +6,891 New
HWA
586
HCR Wealth Advisors
California
$575K – – –
S
587
SignatureFD
Georgia
$573K +$2.19K +24 +0.4%
KL
588
KWMG LLC
Kansas
$572K -$1.09K -12 -0.2%
IFWM
589
Institute for Wealth Management
Colorado
$569K +$2K +22 +0.3%
HIA
590
Harbor Investment Advisory
Maryland
$561K +$177K +1,939 +41%
PPW
591
Pasadena Private Wealth
California
$558K +$607K +6,659 New
CA
592
Claro Advisors
Massachusetts
$556K -$158K -1,731 -21%
T
593
TrueFG
Texas
$554K +$16.8K +184 +3%
BWA
594
Burt Wealth Advisors
Maryland
$554K +$24.1K +265 +4%
RCM
595
Regency Capital Management
Hawaii
$554K +$34.3K +377 +6%
CWM
596
Congress Wealth Management
Massachusetts
$553K – – –
ECM
597
Evergreen Capital Management
Washington
$553K +$319K +3,496 +113%
TRIA
598
Trail Ridge Investment Advisors
Colorado
$551K +$599K +6,573 New
YU
599
Yale University
Connecticut
$550K – – –
FHA
600
Flagship Harbor Advisors
Massachusetts
$550K +$15.3K +168 +3%
22 23
24
25 26