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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
676
GC Wealth Management RIA
Massachusetts
$739K +$688K +7,019 New
WP
677
WealthShield Partners
North Carolina
$738K -$135K -1,376 -16%
WCM
678
Windsor Capital Management
Arizona
$734K -$10.6K -108 -2%
BBPWM
679
Blue Bell Private Wealth Management
Pennsylvania
$726K -$39K -398 -5%
KL
680
KWMG LLC
Kansas
$721K -$98 -1 -0%
GIA
681
GHP Investment Advisors
Colorado
$720K – – –
TI
682
Tidal Investments
Wisconsin
$719K +$86.1K +879 +15%
MWP
683
Madison Wealth Partners
Wisconsin
$716K +$184K +1,876 +38%
RFC
684
Regions Financial Corp
Alabama
$710K +$172K +1,752 +35%
HWA
685
HCR Wealth Advisors
California
$710K +$31.9K +325 +5%
NJIM
686
Nabity-Jensen Investment Management
Nebraska
$706K +$658K +6,713 New
ACI
687
Alpha Cubed Investments
California
$706K -$259K -2,642 -28%
DWP
688
Daymark Wealth Partners
Ohio
$700K -$28.6K -292 -4%
BOPW
689
Brandywine Oak Private Wealth
Pennsylvania
$699K +$12.4K +127 +2%
DIA
690
Dana Investment Advisors
Wisconsin
$699K -$31.6K -322 -5%
MAS
691
Madden Advisory Services
Florida
$694K -$12.6K -129 -2%
MFA
692
McClarren Financial Advisors
Pennsylvania
$694K +$93.9K +958 +17%
BL
693
Balentine LLC
Georgia
$686K -$31.8K -324 -5%
AWM
694
Avior Wealth Management
Nebraska
$686K +$588 +6 +0.1%
NRWA
695
North Ridge Wealth Advisors
Oregon
$683K -$36.2K -369 -5%
BDFN
696
Bond & Devick Financial Network
Minnesota
$680K +$1.57K +16 +0.2%
YU
697
Yale University
Connecticut
$680K -$9.8K -100 -2%
JTWM
698
Jackson Thornton Wealth Management
Alabama
$680K +$34.7K +354 +6%
SF
699
Synovus Financial
Georgia
$675K -$105K -1,073 -14%
GC
700
Gibson Capital
Pennsylvania
$672K -$15.1K -154 -2%
26 27
28
29 30