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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
651
Silver Oak Securities
Tennessee
$823K +$45.9K +468 +6%
FHA
652
First Horizon Advisors
Tennessee
$823K -$10.6K -108 -1%
CWM
653
Centurion Wealth Management
Virginia
$815K +$1.08K +11 +0.1%
CFG
654
Cooper Financial Group
California
$815K -$32.5K -332 -4%
EFH
655
Eaton Financial Holdings
Florida
$811K +$3.43K +35 +0.5%
AWC
656
Abundance Wealth Counselors
Pennsylvania
$811K +$755K +7,703 New
TCBWMS
657
Texas Capital Bank Wealth Management Services
Texas
$811K – – –
FWM
658
ForthRight Wealth Management
Georgia
$809K -$91.4K -933 -11%
CSIC
659
Clifford Swan Investment Counsel
California
$808K – – –
COCM
660
Charter Oak Capital Management
New Hampshire
$801K +$12.4K +127 +2%
HNB
661
Huntington National Bank
Ohio
$797K – – –
FWP
662
Falcon Wealth Planning
California
$794K +$10K +102 +1%
IFWM
663
Institute for Wealth Management
Colorado
$773K +$6.08K +62 +0.9%
KFP
664
Keener Financial Planning
Texas
$767K +$714K +7,289 New
CWS
665
Cypress Wealth Services
California
$767K -$41.6K -424 -5%
ECG
666
Edge Capital Group
Georgia
$765K – – –
PPW
667
Pasadena Private Wealth
California
$765K -$118K -1,204 -14%
CCFM
668
Clear Creek Financial Management
Washington
$759K +$3.53K +36 +0.5%
PPP
669
Private Portfolio Partners
New Jersey
$756K -$1.67K -17 -0.2%
SWA
670
SFMG Wealth Advisors
Texas
$753K +$6.08K +62 +0.9%
VAS
671
Vestmark Advisory Solutions
Massachusetts
$748K +$471K +4,811 +209%
GGS
672
Galvin Gaustad & Stein
Arizona
$747K -$24.7K -252 -3%
CCWM
673
Correct Capital Wealth Management
Missouri
$746K +$694K +7,086 New
RFN
674
Redwood Financial Network
Ohio
$741K +$690K +7,045 New
VWA
675
Visionary Wealth Advisors
Illinois
$740K +$1.76K +18 +0.3%
25 26
27
28 29