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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
576
Meridian Management
Arkansas
$733K – – –
PI
577
PFG Investments
New York
$725K +$711K +8,010 New
NRWA
578
North Ridge Wealth Advisors
Oregon
$719K +$705K +7,936 New
MGIA
579
Moneta Group Investment Advisors
Missouri
$718K +$353K +3,973 +101%
BWA
580
Burt Wealth Advisors
Maryland
$716K – – –
TI
581
Tidal Investments
Wisconsin
$714K +$73K +822 +12%
CWC
582
Carolinas Wealth Consulting
North Carolina
$707K +$1.42K +16 +0.2%
EFH
583
Eaton Financial Holdings
Florida
$707K -$103K -1,157 -13%
JC
584
JB Capital
Connecticut
$707K -$12.4K -140 -2%
GWM
585
Greenhouse Wealth Management
Connecticut
$705K +$2.66K +30 +0.4%
HNB
586
Huntington National Bank
Ohio
$703K – – –
CWS
587
Cypress Wealth Services
California
$702K -$40K -450 -5%
WOSD
588
WFA of San Diego
California
$699K +$533 +6 +0.1%
RSWM
589
Robertson Stephens Wealth Management
California
$697K – – –
CSIC
590
Clifford Swan Investment Counsel
California
$696K – – –
PCA
591
Prosperity Capital Advisors
Ohio
$685K -$204K -2,293 -23%
PPW
592
Pasadena Private Wealth
California
$685K -$5.59K -63 -0.8%
WCWM
593
Willow Creek Wealth Management
California
$683K – – –
BBPWM
594
Blue Bell Private Wealth Management
Pennsylvania
$682K -$15.4K -174 -2%
SWA
595
Strategies Wealth Advisors
Michigan
$679K +$60.2K +678 +10%
LFA
596
Lauterbach Financial Advisors
Texas
$675K +$58.1K +654 +10%
COCM
597
Charter Oak Capital Management
New Hampshire
$669K -$1.86K -21 -0.3%
PWM
598
Perigon Wealth Management
California
$668K -$99.8K -1,124 -13%
PCWA
599
Pacific Capital Wealth Advisors
California
$667K -$12.6K -142 -2%
SPWM
600
Schrum Private Wealth Management
Florida
$664K -$3.82K -43 -0.6%
22 23
24
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