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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
601
Pasadena Private Wealth
California
$647K +$38.5K +451 +6%
SOS
602
Silver Oak Securities
Tennessee
$646K +$21.9K +257 +3%
BIP
603
Bouvel Investment Partners
Pennsylvania
$645K +$27.1K +318 +4%
WS
604
Wedbush Securities
California
$642K +$11K +129 +2%
WCWM
605
Willow Creek Wealth Management
California
$639K – – –
WFAG
606
Worth Financial Advisory Group
North Carolina
$638K +$642K +7,518 New
PCWA
607
Pacific Capital Wealth Advisors
California
$637K -$13.5K -158 -2%
COCM
608
Charter Oak Capital Management
New Hampshire
$628K +$18.3K +214 +3%
SPWM
609
Schrum Private Wealth Management
Florida
$625K -$13.9K -163 -2%
MAS
610
Madden Advisory Services
Florida
$623K – – –
VWA
611
Visionary Wealth Advisors
Illinois
$620K -$42.2K -494 -6%
CWM
612
Congress Wealth Management
Massachusetts
$617K -$242K -2,839 -28%
OPS
613
Orion Portfolio Solutions
Nebraska
$616K -$22.3M -261,000 -97%
SXL
614
Summit X LLC
Missouri
$611K -$20.1K -235 -3%
CAG
615
Csenge Advisory Group
Florida
$610K -$24.7K -289 -4%
RPC
616
Rossmore Private Capital
Connecticut
$606K – – –
DWA
617
Dougherty Wealth Advisers
Minnesota
$606K +$600K +7,025 +5,953%
FOA
618
Five Oceans Advisors
California
$603K -$32K -375 -5%
WCM
619
Windsor Capital Management
Arizona
$602K -$1.37K -16 -0.2%
IFWM
620
Institute for Wealth Management
Colorado
$601K +$21.1K +247 +4%
TI
621
Tidal Investments
Wisconsin
$599K +$602K +7,059 New
MOS
622
MGO One Seven
Ohio
$594K – – –
AWA
623
Arete Wealth Advisors
Illinois
$594K +$107K +1,253 +22%
RFA
624
Resurgent Financial Advisors
Georgia
$593K -$39.9K -467 -6%
BL
625
Balentine LLC
Georgia
$593K -$162K -1,895 -21%
23 24
25
26 27