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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Planning Alternatives
Michigan
$246K -$200K -2,078 -45%
TYCC
702
Texas Yale Capital Corp
Florida
$242K – – –
SFWA
703
Summit Financial Wealth Advisors
Louisiana
$239K -$89.1K -926 -28%
DC
704
Derby & Company
Massachusetts
$237K -$75K -780 -24%
SAM
705
Smithbridge Asset Management
Pennsylvania
$237K – – –
TIA
706
Traphagen Investment Advisors
New Jersey
$234K -$12.2K -127 -5%
MSS
707
Mitchell Sinkler & Starr
Pennsylvania
$232K – – –
ECM
708
Exchange Capital Management
Michigan
$231K -$19.2K -200 -8%
BWM
709
BCS Wealth Management
Tennessee
$230K – – –
LDB
710
Lee, Danner & Bass
Tennessee
$228K – – –
SIC
711
Sigma Investment Counselors
Michigan
$228K +$385 +4 +0.2%
PJSIMP
712
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K +$4.23K +44 +2%
NA
713
Nottingham Advisors
New York
$226K -$16.2K -168 -7%
NC
714
NovaPoint Capital
Georgia
$226K – – –
TC
715
Tacita Capital
Ontario, Canada
$226K – – –
RA
716
Rodgers & Associates
Pennsylvania
$224K +$218K +2,271 New
OPCM
717
Osborne Partners Capital Management
California
$223K – – –
BFO
718
Boston Family Office
Massachusetts
$222K – – –
PWP
719
Personal Wealth Partners
Minnesota
$220K -$423K -4,397 -66%
FMN
720
Financial Management Network
California
$220K +$6.25K +65 +3%
FI
721
FormulaFolio Investments
Michigan
$219K +$481 +5 +0.2%
SFA
722
Semmax Financial Advisors
North Carolina
$217K – – –
CL
723
CIM LLC
New York
$216K -$481 -5 -0.2%
RMAM
724
Raab & Moskowitz Asset Management
New Jersey
$215K -$22.8K -237 -10%
BWL
725
Bogart Wealth LLC
Virginia
$215K +$44.8K +466 +27%
27 28
29
30 31