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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
51
Goldstein Advisors
Wisconsin
$86.3M +$1M +10,249 +1%
HWM
52
HB Wealth Management
Georgia
$86.2M -$330K -3,372 -0.4%
JBA
53
Johnson Bixby & Associates
Washington
$85.4M +$2.16M +22,014 +3%
KWM
54
Kingsview Wealth Management
Oregon
$83.5M +$25.5M +259,918 +49%
WCP
55
Wick Capital Partners
Pennsylvania
$80.7M +$18.6M +189,513 +33%
DPIM
56
Duff & Phelps Investment Management
Illinois
$79.7M
ZF
57
Zhang Financial
Michigan
$73.1M +$932K +9,508 +1%
RWP
58
Reliant Wealth Planning
Kentucky
$72.3M +$7.04M +71,835 +12%
WAG
59
Winthrop Advisory Group
Massachusetts
$71.7M +$4.78M +48,742 +8%
UWPG
60
Ullmann Wealth Partners Group
Florida
$70.5M -$2.45M -25,015 -4%
RJA
61
Raymond James & Associates
Florida
$68.2M +$6.38M +65,131 +11%
JIP
62
Jaffetilchin Investment Partners
Florida
$67.3M +$3.63M +37,036 +6%
Macquarie Group
63
Macquarie Group
Australia
$66.1M
Goldman Sachs
64
Goldman Sachs
New York
$64.1M +$37.3M +380,793 +167%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$61.7M +$5.05M +51,557 +10%
IOOF
66
Independent Order of Foresters
Ontario, Canada
$61.5M
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$61.3M -$16.9M -172,584 -23%
MML Investors Services
68
MML Investors Services
Massachusetts
$59.5M +$2.89M +29,504 +6%
AWMS
69
Advocacy Wealth Management Services
Georgia
$59.4M +$55.3M +564,044 New
SQA
70
Simon Quick Advisors
New Jersey
$58.5M -$164K -1,677 -0.3%
AA
71
Ancora Advisors
Ohio
$58.3M -$1.2M -12,275 -2%
HWA
72
Heritage Wealth Advisors
Virginia
$56.4M -$1.18M -12,075 -2%
CA
73
Claar Advisors
New York
$55.9M +$9.33M +95,250 +22%
EWM
74
Executive Wealth Management
Michigan
$55.9M +$14.1M +143,995 +37%
FWI
75
Facet Wealth Inc
Maryland
$54.7M -$3.61M -36,792 -7%