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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$854K +$6.8K +62 +0.8%
PCWA
677
Pacific Capital Wealth Advisors
California
$848K -$119K -1,089 -13%
KFP
678
Keener Financial Planning
Texas
$841K
WP
679
WealthShield Partners
North Carolina
$841K +$30.8K +281 +4%
PPP
680
Private Portfolio Partners
New Jersey
$834K +$5.7K +52 +0.7%
SWA
681
SFMG Wealth Advisors
Texas
$829K +$3.84K +35 +0.5%
GWMR
682
GC Wealth Management RIA
Massachusetts
$827K +$17.2K +157 +2%
EFH
683
Eaton Financial Holdings
Florida
$826K -$60.3K -550 -7%
AP
684
Atwood & Palmer
Missouri
$816K -$325K -2,961 -29%
FWM
685
ForthRight Wealth Management
Georgia
$814K -$69.4K -633 -8%
WCM
686
Windsor Capital Management
Arizona
$808K +$3.18K +29 +0.4%
MWP
687
Madison Wealth Partners
Wisconsin
$803K +$17.5K +160 +2%
MAS
688
Madden Advisory Services
Florida
$800K +$37.5K +342 +5%
JTWM
689
Jackson Thornton Wealth Management
Alabama
$796K +$48.3K +440 +7%
BWM
690
BCS Wealth Management
Tennessee
$794K +$136K +1,239 +22%
WPW
691
Watershed Private Wealth
Illinois
$793K -$3.82M -34,821 -84%
KL
692
KWMG LLC
Kansas
$790K
TI
693
Tidal Investments
Wisconsin
$789K +$1.21K +11 +0.2%
GIA
694
GHP Investment Advisors
Colorado
$789K +$329 +3 +0%
VAS
695
Vestmark Advisory Solutions
Massachusetts
$787K -$31.1K -284 -4%
HWA
696
HCR Wealth Advisors
California
$778K
NIM
697
Northeast Investment Management
Massachusetts
$774K +$737K +6,717 New
NJIM
698
Nabity-Jensen Investment Management
Nebraska
$774K
CCM
699
Carlson Capital Management
Minnesota
$771K -$5.21M -47,545 -88%
DIA
700
Dana Investment Advisors
Wisconsin
$766K +$658 +6 +0.1%