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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
701
Seven Springs Wealth Group
Tennessee
$311K +$346K +3,914 New
CIAS
702
Capital Investment Advisory Services
North Carolina
$310K -$5.75K -65 -2%
BSSFA
703
Baron Silver Stevens Financial Advisors
Florida
$309K +$467K +5,283 +6%
TD Private Client Wealth
704
TD Private Client Wealth
New York
$309K +$68.3K +773 +25%
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$307K – – –
Peapack-Gladstone Financial Corp
706
Peapack-Gladstone Financial Corp
New Jersey
$306K +$340K +3,840 New
Boston Financial Management
707
Boston Financial Management
Massachusetts
$306K +$341K +3,852 New
BWM
708
Birchcreek Wealth Management
Ohio
$305K +$60.3K +682 +22%
FAM
709
Forte Asset Management
New York
$303K -$619 -7 -0.2%
Segall Bryant & Hamill
710
Segall Bryant & Hamill
Illinois
$303K – – –
NEGWA
711
New England Guild Wealth Advisors
Connecticut
$302K – – –
OC
712
Oakworth Capital
Alabama
$302K – – –
PIM
713
Parker Investment Management
California
$302K – – –
Neuberger Berman Group
714
Neuberger Berman Group
New York
$301K -$8.84K -100 -3%
GFS
715
GYL Financial Synergies
Connecticut
$301K – – –
RTS
716
Round Table Services
New Jersey
$297K – – –
LWA
717
Lineweaver Wealth Advisors
Ohio
$297K +$1.68K +19 +0.5%
FA
718
FC Advisory
Pennsylvania
$296K -$5.48K -62 -2%
RDFA
719
Ritter Daniher Financial Advisory
Ohio
$296K – – –
NAM
720
NTV Asset Management
West Virginia
$295K – – –
TD Waterhouse Canada
721
TD Waterhouse Canada
Ontario, Canada
$295K +$41.3K +467 +15%
LRIA
722
Leonard Rickey Investment Advisors
Washington
$294K -$4.95K -56 -1%
VBFP
723
Valtinson Bruner Financial Planning
Minnesota
$294K – – –
BG
724
Benedetti & Gucer
Georgia
$293K – – –
CANC
725
Culbertson A N & Co
Virginia
$293K – – –