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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
576
Baker Tilly Wealth Management
Wisconsin
$1.96M – – –
CWP
577
Cyndeo Wealth Partners
Florida
$1.95M +$222K +1,778 +14%
WH
578
Whitcomb & Hess
Ohio
$1.94M -$78.7K -631 -4%
WCFA
579
Walkner Condon Financial Advisors
Wisconsin
$1.93M +$29.6K +237 +2%
ECA
580
Elevation Capital Advisory
Oregon
$1.93M +$1.79M +14,313 New
S
581
SignatureFD
Georgia
$1.93M -$213K -1,706 -11%
IWA
582
Icon Wealth Advisors
Texas
$1.87M – – –
CIA
583
Compass Ion Advisors
Pennsylvania
$1.87M +$125 +1 +0%
CWMK
584
Caliber Wealth Management (Kansas)
Kansas
$1.86M -$5.87K -47 -0.3%
SWA
585
Stratos Wealth Advisors
Ohio
$1.85M +$922K +7,390 +117%
RSWA
586
Robinson Smith Wealth Advisors
Maine
$1.84M +$148K +1,186 +10%
KA
587
Klingman & Associates
New York
$1.84M +$25.1K +201 +1%
PG
588
Patten Group
Tennessee
$1.83M -$46.2K -370 -3%
KOMWMG
589
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.82M -$31.3K -251 -2%
NFC
590
Northstar Financial Companies
Pennsylvania
$1.82M +$1.68M +13,458 New
BWP
591
BlueStem Wealth Partners
Minnesota
$1.79M -$42.7K -342 -3%
SC
592
Stephenson & Company
California
$1.78M – – –
MHR
593
Matthew Hamilton Rosenberg
$1.78M -$113K -906 -6%
PP
594
Prosperity Planning
Missouri
$1.76M -$2.37K -19 -0.1%
HIIFS
595
Harel Insurance Investments & Financial Services
Israel
$1.76M – – –
WIM
596
Westside Investment Management
California
$1.76M +$24K +192 +1%
MAFA
597
MJT & Associates Financial Advisory
Minnesota
$1.76M +$1.62M +13,018 New
JTWM
598
Jackson Thornton Wealth Management
Alabama
$1.75M -$452K -3,625 -22%
CCM
599
Coldstream Capital Management
Washington
$1.73M +$1.13M +9,025 +237%
DAS
600
Dynamic Advisor Solutions
Arizona
$1.73M +$235K +1,886 +17%
22 23
24
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