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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
601
Klingman & Associates
New York
$204K +$202K +2,703 New
SIS
602
SVB Investment Services
Utah
$201K +$96.3K +1,290 +94%
FFA
603
Founders Financial Alliance
North Carolina
$198K +$194K +2,594 New
CIAS
604
Capital Investment Advisory Services
North Carolina
$190K +$181K +2,420 +2,420%
FCM
605
Firestone Capital Management
Florida
$189K
SFA
606
Semmax Financial Advisors
North Carolina
$183K
CWM
607
Cranbrook Wealth Management
Michigan
$173K
RFA
608
Reilly Financial Advisors
California
$170K -$11.2K -150 -6%
OC
609
Oakworth Capital
Alabama
$169K
TFS
610
TrustCore Financial Services
Tennessee
$157K +$10.7K +144 +7%
Simplex Trading
611
Simplex Trading
Illinois
$139K +$138K +1,850 New
IBOK
612
Independence Bank of Kentucky
Kentucky
$137K +$136K +1,818 New
BWM
613
BNC Wealth Management
Oregon
$135K +$133K +1,785 New
PO
614
Private Ocean
California
$124K -$112K -1,500 -48%
GAM
615
Gemmer Asset Management
California
$119K
BAMG
616
Brand Asset Management Group
Missouri
$116K +$75 +1 +0.1%
CMBA
617
C.M. Bidwell & Associates
Hawaii
$99K
CICI
618
Capital Investment Counsel Inc
North Carolina
$94K
FP
619
Fiduciary Planning
Florida
$93K +$92.3K +1,237 New
SIS
620
Sound Income Strategies
Florida
$90K +$298 +4 +0.3%
EI
621
Ellevest Inc
New York
$90K +$15.2K +204 +21%
AWM
622
Atticus Wealth Management
Florida
$78K +$373 +5 +0.5%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$76K -$54.5K -730 -42%
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.6K -$52.2K -700 -44%
IWP
625
IAG Wealth Partners
Wisconsin
$67K -$20.3K -272 -24%