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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
651
WealthPlan Investment Management
Nebraska
$453K +$492K +4,935 New
GFS
652
GYL Financial Synergies
Connecticut
$448K – – –
CTA
653
Colonial Trust Advisors
South Carolina
$447K +$89.7K +900 +25%
BDFN
654
Bond & Devick Financial Network
Minnesota
$445K – – –
VFIC
655
Valley Forge Investment Consultants
Pennsylvania
$445K +$15.4K +154 +4%
CDIA
656
Capital Directions Investment Advisors
Georgia
$441K +$1.1K +11 +0.3%
GL
657
Graypoint LLC
New York
$440K -$726K -7,285 -63%
CMBA
658
C.M. Bidwell & Associates
Hawaii
$440K – – –
IAS
659
IMA Advisory Services
Colorado
$436K – – –
AWA
660
Aaron Wealth Advisors
Illinois
$434K +$428K +4,295 New
MSFS
661
Main Street Financial Solutions
Pennsylvania
$432K -$2.79K -28 -0.7%
JWCA
662
J.W. Coons Advisors
Ohio
$432K +$499 +5 +0.1%
LWA
663
Lineweaver Wealth Advisors
Ohio
$429K +$1.4K +14 +0.3%
Orion Portfolio Solutions
664
Orion Portfolio Solutions
Nebraska
$428K +$102K +1,021 +32%
FWP
665
Falcon Wealth Planning
California
$427K +$4.49K +45 +1%
EWS
666
Evergreen Wealth Solutions
Pennsylvania
$426K -$161K -1,611 -28%
TSS
667
Two Sigma Securities
New York
$426K -$130K -1,304 -24%
RF
668
Resolute Financial
Massachusetts
$426K +$104K +1,039 +33%
EWA
669
Encompass Wealth Advisors
Oregon
$423K +$61.4K +616 +17%
WCM
670
WealthBridge Capital Management
Ohio
$421K +$23.4K +235 +6%
JWA
671
JFS Wealth Advisors
Pennsylvania
$420K -$4.09K -41 -1%
Citadel Advisors
672
Citadel Advisors
Florida
$419K +$414K +4,155 New
AAMC
673
Asset Allocation & Management Company
Illinois
$418K – – –
CM
674
Columbus Macro
Pennsylvania
$417K -$15K -150 -4%
AFP
675
Ausdal Financial Partners
Iowa
$414K -$132K -1,328 -24%