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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
726
Laurie J. Hall Trustee
$460K – – –
SGI
727
Summit Global Investments
Utah
$458K – – –
WP
728
WealthPLAN Partners
Nebraska
$454K -$48.7K -527 -10%
FA
729
Financial Alternatives
California
$451K – – –
LWA
730
Lineweaver Wealth Advisors
Ohio
$451K +$77.2K +835 +22%
CG
731
CFO4Life Group
Texas
$450K – – –
FNC
732
First National Corp
Massachusetts
$449K -$41.1K -445 -9%
AAM
733
Aureus Asset Management
Massachusetts
$447K – – –
CD
734
Chapin Davis
Maryland
$443K +$8.88K +96 +2%
JWCA
735
J.W. Coons Advisors
Ohio
$442K +$19K +205 +5%
PWMG
736
Provence Wealth Management Group
California
$439K +$415K +4,488 New
WB
737
West Bancorporation
Iowa
$439K -$1.29K -14 -0.3%
RA
738
Rodgers & Associates
Pennsylvania
$438K +$62K +671 +18%
SC
739
Schiavi & Co
Delaware
$433K – – –
RA
740
Ruggaard & Associates
Ohio
$431K – – –
FOA
741
Five Oceans Advisors
California
$431K -$251K -2,712 -38%
SIC
742
Salem Investment Counselors
North Carolina
$429K – – –
NPF
743
Norris Perne & French
Michigan
$425K -$15.2K -164 -4%
CC
744
Cadinha & Co
Hawaii
$424K -$1.85K -20 -0.5%
CMBA
745
C.M. Bidwell & Associates
Hawaii
$422K – – –
IAS
746
IMA Advisory Services
Colorado
$422K – – –
TWC
747
TD Waterhouse Canada
Ontario, Canada
$421K +$3.33K +36 +0.8%
RCM
748
Rain Capital Management
Oregon
$419K +$1.2K +13 +0.3%
TC
749
TownSquare Capital
Utah
$418K -$78.5K -849 -17%
TWM
750
Thrive Wealth Management
Pennsylvania
$416K -$48.7K -527 -11%
28 29
30
31 32