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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
651
Csenge Advisory Group
Florida
$532K -$117K -1,315 -18%
RCM
652
Raleigh Capital Management
North Carolina
$525K +$515K +5,801 New
NSAM
653
North Star Asset Management
Wisconsin
$523K – – –
SCA
654
Stonebridge Capital Advisors
Minnesota
$521K -$17.8K -200 -3%
GW
655
GW & Wade
Massachusetts
$518K -$266 -3 -0.1%
WPW
656
Waldron Private Wealth
Pennsylvania
$513K +$58.2K +656 +13%
BIP
657
Blueprint Investment Partners
North Carolina
$511K -$507K -5,709 -50%
PA
658
Procyon Advisors
Connecticut
$504K +$28.2K +318 +6%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$503K -$44.4K -500 -8%
BC
660
Bartlett & Co
Ohio
$503K -$44.4K -500 -8%
JTWM
661
Jackson Thornton Wealth Management
Alabama
$501K +$74.7K +841 +18%
IAS
662
Insigneo Advisory Services
Florida
$499K +$13.9K +157 +3%
GLA
663
Good Life Advisors
Pennsylvania
$499K +$26.8K +302 +6%
EA
664
Efficient Advisors
Ohio
$497K -$4K -45 -0.8%
EWP
665
Elevation Wealth Partners
California
$495K +$485K +5,461 New
RFC
666
Regions Financial Corp
Alabama
$493K +$28.4K +320 +6%
WTC
667
WhitTier Trust Company
Nevada
$492K +$173K +1,948 +56%
CA
668
Calton & Associates
Florida
$488K +$10.9K +123 +2%
1IA
669
1834 Investment Advisors
Wisconsin
$487K -$444 -5 -0.1%
BDFN
670
Bond & Devick Financial Network
Minnesota
$485K +$5.24K +59 +1%
AWA
671
Authentikos Wealth Advisory
California
$483K +$506K +5,698 New
SCM
672
SOL Capital Management
Maryland
$483K – – –
V
673
VeraBank
Texas
$481K – – –
TFCP
674
Twin Focus Capital Partners
Massachusetts
$480K – – –
PD
675
Planning Directions
Pennsylvania
$479K +$1.86K +21 +0.4%
25 26
27
28 29