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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$32.8M -$11.8M -190,172 -27%
BP
52
Ballentine Partners
Massachusetts
$30.3M +$6.17M +99,467 +27%
PAMG
53
Patton Albertson Miller Group
Tennessee
$29.8M -$4.12M -66,440 -13%
HB
54
Homrich & Berg
Georgia
$29.7M -$48.4K -781 -0.2%
EWM
55
Executive Wealth Management
Michigan
$28M -$568K -9,162 -2%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.8M -$658K -10,608 -2%
Betterment LLC
57
Betterment LLC
New York
$25.7M +$9.26M +149,378 +60%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$24.8M -$4.59M -74,023 -16%
BW
59
Biegel & Waller
Maryland
$23.6M +$590K +9,520 +3%
AA
60
Ancora Advisors
Ohio
$23.3M +$458K +7,383 +2%
SPIA
61
Strategic Point Investment Advisors
Rhode Island
$23.2M -$1.4M -22,514 -6%
PA
62
Parallel Advisors
California
$22.7M +$17.8M +286,254 +429%
SWM
63
SigFig Wealth Management
California
$21.9M -$211K -3,408 -1%
CPO
64
Cerity Partners OCIO
New York
$21.6M -$615K -9,916 -3%
BCM
65
Brookstone Capital Management
Illinois
$21.5M +$3.77M +60,765 +22%
RJA
66
Raymond James & Associates
Florida
$21.3M -$5.21M -84,084 -20%
CFA
67
Capstone Financial Advisors
Illinois
$21.3M -$5.68M -91,604 -22%
LGWM
68
Litman Gregory Wealth Management
California
$20.5M +$469K +7,556 +2%
RIG
69
Roosevelt Investment Group
New York
$19.8M +$7.51M +121,069 +65%
LPT
70
Legacy Private Trust
Wisconsin
$19.7M +$18.9M +305,221 New
SPC
71
Sigma Planning Corp
Michigan
$19.3M +$1.67M +26,859 +10%
OIWM
72
OptiFour Integrated Wealth Management
Virginia
$19.2M +$609K +9,827 +3%
SS
73
Simplicity Solutions
Minnesota
$18M +$5.55M +89,463 +47%
AWM
74
AE Wealth Management
Kansas
$17.7M +$8M +128,996 +88%
PAG
75
Private Advisor Group
New Jersey
$16.9M +$1.87M +30,198 +13%