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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
601
Texas Capital Bank Wealth Management Services
Texas
$726K -$6.61M -67,253 -90%
CSIC
602
Clifford Swan Investment Counsel
California
$724K – – –
EFH
603
Eaton Financial Holdings
Florida
$723K -$491 -5 -0.1%
SPWM
604
Schrum Private Wealth Management
Florida
$712K +$12.4K +126 +2%
MGIA
605
Moneta Group Investment Advisors
Missouri
$708K -$146K -1,484 -16%
COCM
606
Charter Oak Capital Management
New Hampshire
$705K +$9.53K +97 +1%
SF
607
Synovus Financial
Georgia
$705K -$112K -1,141 -13%
LFA
608
Lauterbach Financial Advisors
Texas
$703K +$98 +1 +0%
FWP
609
Falcon Wealth Planning
California
$701K +$240K +2,445 +49%
HNB
610
Huntington National Bank
Ohio
$700K – – –
PCWA
611
Pacific Capital Wealth Advisors
California
$694K – – –
SOS
612
Silver Oak Securities
Tennessee
$693K -$42.8K -436 -6%
GGS
613
Galvin Gaustad & Stein
Arizona
$692K -$8.84K -90 -1%
BBPWM
614
Blue Bell Private Wealth Management
Pennsylvania
$687K -$11.5K -117 -2%
IFWM
615
Institute for Wealth Management
Colorado
$686K +$1.38K +14 +0.2%
ECG
616
Edge Capital Group
Georgia
$685K – – –
HIP
617
HUB Investment Partners
Texas
$683K -$386K -3,924 -35%
PPP
618
Private Portfolio Partners
New Jersey
$678K +$10.6K +108 +2%
CCFM
619
Clear Creek Financial Management
Washington
$676K -$52.9K -538 -7%
SWA
620
SFMG Wealth Advisors
Texas
$668K -$114K -1,163 -14%
WCM
621
Windsor Capital Management
Arizona
$667K +$2.75K +28 +0.4%
CWC
622
Carolinas Wealth Consulting
North Carolina
$664K +$491 +5 +0.1%
VWA
623
Visionary Wealth Advisors
Illinois
$661K -$4.52K -46 -0.7%
DIA
624
Dana Investment Advisors
Wisconsin
$656K +$151K +1,540 +28%
DWP
625
Daymark Wealth Partners
Ohio
$654K -$295K -3,001 -30%
23 24
25
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