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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
51
Ullmann Wealth Partners Group
Florida
$39M -$8.7M -133,068 -19%
DWA
52
Divergent Wealth Advisors
Utah
$38.8M -$10.6M -162,004 -22%
UCFA
53
United Capital Financial Advisors
Texas
$36.9M +$420K +6,419 +1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$36.6M +$2.33M +35,657 +7%
BCM
55
Brookstone Capital Management
Illinois
$36.6M -$691K -10,570 -2%
TI
56
Truepoint Inc
Ohio
$34.6M -$3.85M -58,949 -11%
PFA
57
Pure Financial Advisors
California
$34.5M -$7.51M -114,922 -19%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$33.9M
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$32.9M -$3.32M -50,797 -10%
LFA
60
Legacy Financial Advisors
Kentucky
$32.5M +$5.34M +81,616 +21%
AA
61
Ancora Advisors
Ohio
$32.1M +$2.57M +39,312 +9%
LGWM
62
Litman Gregory Wealth Management
California
$31.4M +$483K +7,385 +2%
IAA
63
Ironsides Asset Advisors
North Carolina
$30.1M +$12.7M +194,712 +82%
PAMG
64
Patton Albertson Miller Group
Tennessee
$29.2M -$197K -3,013 -0.7%
PFO
65
Pathstone Family Office
New Jersey
$28.2M +$12.7M +194,962 +92%
EWM
66
Executive Wealth Management
Michigan
$27.9M +$9.14M +139,810 +53%
CAM
67
Cresset Asset Management
Illinois
$27.4M -$16.7M -255,187 -39%
BWA
68
BDO Wealth Advisors
Florida
$27.1M -$650K -9,946 -2%
HWA
69
Heritage Wealth Advisors
Virginia
$26.2M -$617K -9,435 -2%
RJA
70
Raymond James & Associates
Florida
$25.7M -$3.01M -46,055 -11%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$25.3M +$2.94M +44,913 +14%
EH
72
Equitable Holdings
New York
$25.1M -$3.06M -46,886 -11%
A
73
AdvicePeriod
California
$24.7M +$92.4M +1,413,539 +467%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$23.9M -$427K -6,532 -2%
GFPC
75
Global Financial Private Capital
Florida
$23.1M -$24.9M -381,260 -53%