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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
576
Pasadena Private Wealth
California
$2.31M +$236K +1,587 +11%
SWA
577
Stratos Wealth Advisors
Ohio
$2.3M +$18.7K +126 +0.8%
CWP
578
Cyndeo Wealth Partners
Florida
$2.29M +$285K +1,916 +14%
PFM
579
Peak Financial Management
Massachusetts
$2.29M -$134K -899 -5%
TW
580
Tempo Wealth
Ohio
$2.27M -$47.6K -320 -2%
KFGG
581
Keystone Financial Group (Georgia)
Georgia
$2.26M -$335K -2,256 -12%
CTWM
582
Cherry Tree Wealth Management
Minnesota
$2.26M -$92.2K -620 -4%
SFG
583
Sowa Financial Group
Rhode Island
$2.25M -$120K -806 -5%
GWP
584
Gateway Wealth Partners
Wisconsin
$2.25M +$1.84M +12,361 +360%
MT
585
Midwest Trust
Kansas
$2.24M +$8.48K +57 +0.4%
CBU
586
CIBC Bancorp USA
Illinois
$2.23M +$2.33M +15,676 New
AI
587
Accredited Investors
Minnesota
$2.22M +$22K +148 +1%
GPA
588
Guidance Point Advisors
Massachusetts
$2.21M +$41.3K +278 +2%
MSWM
589
McGlone Suttner Wealth Management
Wisconsin
$2.2M
IWA
590
Icon Wealth Advisors
Texas
$2.2M +$37.5K +252 +2%
Kayne Anderson Rudnick Investment Management
591
Kayne Anderson Rudnick Investment Management
California
$2.2M +$1.83M +12,299 +391%
KeyBank National Association
592
KeyBank National Association
Ohio
$2.18M -$743 -5 -0%
OCM
593
Objective Capital Management
Ohio
$2.17M -$38.7K -260 -2%
MOS
594
MGO One Seven
Ohio
$2.15M +$585K +3,933 +35%
OCA
595
OpenArc Corporate Advisory
Georgia
$2.15M +$1.45M +9,753 +183%
LOWM
596
Laurel Oak Wealth Management
New Jersey
$2.15M +$1.44M +9,655 +178%
XPN
597
XY Planning Network
Montana
$2.13M -$245K -1,649 -10%
BFG
598
Birch Financial Group
New Hampshire
$2.12M -$37K -249 -2%
BWL
599
Bogart Wealth LLC
Virginia
$2.11M +$19.8K +133 +0.9%
TPA
600
Trivium Point Advisory
Connecticut
$2.1M -$32.7K -220 -1%