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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
726
Gibson Capital
Pennsylvania
$1.05M +$127K +1,019 +15%
PWM
727
Parkworth Wealth Management
California
$1.05M +$166K +1,332 +21%
BAAM
728
Baker Avenue Asset Management
California
$1.05M +$971K +7,782 New
AWM
729
Adams Wealth Management
Utah
$1.04M -$141K -1,133 -13%
CI
730
CacheTech Inc
Utah
$1.04M -$141K -1,133 -13%
LKBC
731
L.K. Benson & Company
Maryland
$1.04M +$17.7K +142 +2%
XPN
732
XY Planning Network
Montana
$1.02M +$944K +7,563 New
GWMR
733
GC Wealth Management RIA
Massachusetts
$1.01M +$92.6K +742 +11%
DWP
734
Daymark Wealth Partners
Ohio
$1.01M -$95.1K -762 -9%
SLWA
735
San Luis Wealth Advisors
California
$1.01M -$53K -425 -5%
PMFA
736
Plante Moran Financial Advisors
Michigan
$1M +$13.9K +111 +2%
WCM
737
Windsor Capital Management
Arizona
$1,000K -$4.49K -36 -0.5%
PPWP
738
Premier Path Wealth Partners
New Jersey
$1,000K – – –
NCM
739
Northwest Capital Management
Oregon
$994K -$595K -4,770 -39%
SWA
740
SFMG Wealth Advisors
Texas
$992K +$1.25K +10 +0.1%
KA
741
Kovack Advisors
Florida
$989K -$379K -3,034 -29%
KWS
742
Keystone Wealth Services
California
$989K +$250 +2 +0%
SFC
743
Strategic Financial Concepts
Texas
$988K +$190K +1,519 +26%
PWM
744
PBMares Wealth Management
Virginia
$971K -$24.3K -195 -3%
HNB
745
Huntington National Bank
Ohio
$967K – – –
HR
746
Howe & Rusling
New York
$963K +$31.1K +249 +4%
AG
747
Ascent Group
Virginia
$957K -$106K -849 -11%
AP
748
Atwood & Palmer
Missouri
$956K – – –
OWM
749
Orgel Wealth Management
Wisconsin
$954K – – –
SF
750
Symphony Financial
Texas
$950K +$873K +6,996 New
28 29
30
31 32