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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
651
Dynamic Advisor Solutions
Arizona
$461K -$324K -3,097 -42%
MSFS
652
Main Street Financial Solutions
Pennsylvania
$460K +$38.6K +369 +9%
KFS
653
Kelly Financial Services
Massachusetts
$460K +$449K +4,296 New
CM
654
Columbus Macro
Pennsylvania
$458K -$57.4K -549 -11%
JWCA
655
J.W. Coons Advisors
Ohio
$457K +$627 +6 +0.1%
VFIC
656
Valley Forge Investment Consultants
Pennsylvania
$455K +$72K +689 +19%
LWA
657
Lineweaver Wealth Advisors
Ohio
$453K +$1.57K +15 +0.4%
CAG
658
Csenge Advisory Group
Florida
$453K +$62.5K +598 +15%
JWA
659
JFS Wealth Advisors
Pennsylvania
$450K +$7.32K +70 +2%
MYIA
660
Mount Yale Investment Advisors
Colorado
$449K +$78.9K +755 +22%
FWP
661
Falcon Wealth Planning
California
$447K +$732 +7 +0.2%
CST
662
Charles Schwab Trust
Nevada
$446K – – –
AAMC
663
Asset Allocation & Management Company
Illinois
$443K – – –
B
664
Bridgeworth
Alabama
$433K – – –
SGI
665
Summit Global Investments
Utah
$431K -$49.1K -470 -10%
AC
666
Apella Capital
Connecticut
$430K – – –
TWC
667
TD Waterhouse Canada
Ontario, Canada
$426K +$415K +3,966 New
LWA
668
Lenox Wealth Advisors
New York
$425K +$386K +3,695 +1,349%
WCM
669
WealthBridge Capital Management
Ohio
$421K +$1.15K +11 +0.3%
DWM
670
Destination Wealth Management
California
$417K +$408K +3,901 New
LRIA
671
Leonard Rickey Investment Advisors
Washington
$416K +$1.25K +12 +0.3%
GGS
672
Galvin Gaustad & Stein
Arizona
$414K -$20.2K -193 -5%
CIAS
673
Capital Investment Advisory Services
North Carolina
$414K +$9.41K +90 +2%
RFG
674
Range Financial Group
Oregon
$414K +$13.2K +126 +3%
BL
675
Balentine LLC
Georgia
$413K – – –
25 26
27
28 29