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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Meridian Wealth Management
Kentucky
$652K +$423K +4,309 +165%
GIA
627
GHP Investment Advisors
Colorado
$647K +$83.8K +853 +14%
NRWA
628
North Ridge Wealth Advisors
Oregon
$646K -$17.7K -180 -3%
KL
629
KWMG LLC
Kansas
$645K +$98 +1 +0%
IC
630
IEQ Capital
California
$645K +$491 +5 +0.1%
BL
631
Balentine LLC
Georgia
$644K -$9.83K -100 -1%
HF
632
HRT Financial
New York
$642K +$670K +6,823 New
MAS
633
Madden Advisory Services
Florida
$634K -$32.6K -332 -5%
SAG
634
SageView Advisory Group
California
$634K -$944K -9,611 -59%
BFG
635
Beacon Financial Group
Texas
$631K – – –
NSAM
636
North Star Asset Management
Wisconsin
$623K +$82.5K +840 +15%
SC
637
Soundwatch Capital
Connecticut
$622K – – –
YU
638
Yale University
Connecticut
$621K – – –
GC
639
Gibson Capital
Pennsylvania
$616K – – –
FHA
640
Flagship Harbor Advisors
Massachusetts
$614K – – –
BOPW
641
Brandywine Oak Private Wealth
Pennsylvania
$614K -$143K -1,454 -18%
AWM
642
Avior Wealth Management
Nebraska
$613K +$21.5K +219 +3%
MCC
643
Money Concepts Capital
Florida
$612K +$21.8K +222 +4%
SWA
644
Strategies Wealth Advisors
Michigan
$611K -$88.9K -905 -12%
BDFN
645
Bond & Devick Financial Network
Minnesota
$607K -$197 -2 -0%
CAG
646
Csenge Advisory Group
Florida
$605K +$84K +855 +15%
HWA
647
HCR Wealth Advisors
California
$605K -$43.2K -440 -6%
CSIA
648
Charles Schwab Investment Advisory
California
$602K +$229K +2,326 +57%
PWM
649
Perigon Wealth Management
California
$602K – – –
WP
650
WealthPLAN Partners
Nebraska
$598K +$168K +1,705 +37%
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