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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
Aaron Wealth Advisors
Illinois
$2.39M -$10.3K -65 -0.4%
SFS
602
Security Financial Services
Indiana
$2.37M -$32.2K -203 -1%
BFG
603
Birch Financial Group
New Hampshire
$2.37M -$79.2K -499 -3%
FCBT
604
First Citizens Bank & Trust
North Carolina
$2.36M -$473K -2,979 -17%
WE
605
Wealth Effects
Massachusetts
$2.35M -$24.6K -155 -1%
SL
606
SFM LLC
New Hampshire
$2.35M +$2.27M +14,284 New
LNWTC
607
Laird Norton Wetherby Trust Company
Washington
$2.32M – – –
IWA
608
Icon Wealth Advisors
Texas
$2.32M – – –
TW
609
Traveka Wealth
California
$2.31M -$635 -4 -0%
CIA
610
Compass Ion Advisors
Pennsylvania
$2.3M +$159 +1 +0%
AM
611
AGF Management
Ontario, Canada
$2.3M -$63.5K -400 -3%
PWM
612
Perigon Wealth Management
California
$2.27M -$814K -5,130 -27%
RSWA
613
Robinson Smith Wealth Advisors
Maine
$2.26M – – –
WIM
614
Westside Investment Management
California
$2.24M +$143K +901 +7%
FPW
615
Flywheel Private Wealth
California
$2.22M +$96.2K +606 +5%
GWM
616
GSB Wealth Management
Connecticut
$2.22M -$166K -1,044 -7%
HGA
617
Hobbs Group Advisors
South Carolina
$2.21M +$635 +4 +0%
CA
618
Centerpoint Advisors
Massachusetts
$2.21M -$556K -3,502 -21%
AWM
619
Axxcess Wealth Management
California
$2.18M +$2.11M +13,299 New
SC
620
Stephenson & Company
California
$2.17M – – –
AAS
621
Ameritas Advisory Services
Nebraska
$2.15M +$1.83M +11,510 +731%
WH
622
Whitcomb & Hess
Ohio
$2.15M +$78.1K +492 +4%
TAWM
623
Three Arch Wealth Management
California
$2.14M – – –
BCA
624
Bay Colony Advisors
Massachusetts
$2.14M -$96.2K -606 -4%
OBWA
625
Oak Barrel Wealth Advisory
Virginia
$2.13M +$2.06M +12,959 New
23 24
25
26 27