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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
576
Park Avenue Securities
New York
$713K +$130K +1,522 +22%
PG
577
Proffitt & Goodson
Tennessee
$706K -$290K -3,402 -29%
CWS
578
Cypress Wealth Services
California
$696K – – –
MM
579
Meridian Management
Arkansas
$687K – – –
SWMP
580
Signature Wealth Management Partners
New Jersey
$686K +$11.4K +133 +2%
CA
581
CoreCap Advisors
Michigan
$684K +$446K +5,225 +184%
BFS
582
Bradley Foster & Sargent
Connecticut
$679K -$52K -609 -7%
JC
583
JB Capital
Connecticut
$674K -$541K -6,341 -44%
HNB
584
Huntington National Bank
Ohio
$672K – – –
BWA
585
Burt Wealth Advisors
Maryland
$670K – – –
CA
586
Claro Advisors
Massachusetts
$665K +$103K +1,209 +18%
TF
587
TimeScale Financial
Massachusetts
$665K – – –
BPWM
588
Badgley Phelps Wealth Managers
Washington
$665K +$669K +7,839 New
CG
589
Cutler Group
California
$661K +$546K +6,400 +455%
CWC
590
Carolinas Wealth Consulting
North Carolina
$661K -$256 -3 -0%
GWM
591
Greenhouse Wealth Management
Connecticut
$658K +$6.49K +76 +1%
RTL
592
Red Tortoise LLC
Georgia
$657K +$661K +7,744 New
AWM
593
Axxcess Wealth Management
California
$656K +$1.88K +22 +0.3%
WOSD
594
WFA of San Diego
California
$654K – – –
BBPWM
595
Blue Bell Private Wealth Management
Pennsylvania
$654K -$98.7K -1,156 -13%
RSWM
596
Robertson Stephens Wealth Management
California
$652K -$11.3K -132 -2%
CSIC
597
Clifford Swan Investment Counsel
California
$652K – – –
RWM
598
Ritholtz Wealth Management
New York
$650K +$183K +2,150 +39%
CWA
599
Continuum Wealth Advisors
New York
$648K +$652K +7,636 New
PPP
600
Private Portfolio Partners
New Jersey
$647K -$3.41K -40 -0.5%
22 23
24
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