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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
751
Kaydan Wealth Management
Michigan
$659K +$11.8K +103 +2%
LNWWM
752
Laird Norton Wetherby Wealth Management
California
$657K +$4.36K +38 +0.7%
WTC
753
WhitTier Trust Company
Nevada
$654K +$35.2K +307 +6%
FFL
754
Financial Freedom LLC
Ohio
$654K -$53.6K -467 -8%
FAG
755
Financial Architects (Georgia)
Georgia
$653K – – –
SRCM
756
Signature Resources Capital Management
California
$647K +$444K +3,867 +245%
CCM
757
Coldstream Capital Management
Washington
$646K +$78.7K +686 +14%
AWA
758
Arkadios Wealth Advisors
Georgia
$646K +$412K +3,592 +195%
CAM
759
Clark Asset Management
New Hampshire
$643K +$621K +5,412 New
CPA
760
Clear Point Advisors
New York
$639K -$48K -418 -7%
WPW
761
Waldron Private Wealth
Pennsylvania
$638K +$103K +897 +20%
SCM
762
SOL Capital Management
Maryland
$635K – – –
AIP
763
ARS Investment Partners
New York
$634K +$7.92K +69 +1%
OMC
764
Old Mission Capital
Illinois
$634K +$612K +5,335 New
RMDI
765
R.M. Davis Inc
Maine
$630K – – –
OWA
766
One Wealth Advisors
California
$629K +$618K +5,388 New
AWA
767
Arete Wealth Advisors
Illinois
$626K +$604K +5,266 New
WIA
768
Wetzel Investment Advisors
Indiana
$626K -$4.59K -40 -0.7%
MSFS
769
Main Street Financial Solutions
Pennsylvania
$624K +$31.9K +278 +6%
NIM
770
Northeast Investment Management
Massachusetts
$623K -$169K -1,475 -22%
FFS
771
Founders Financial Securities
Maryland
$616K – – –
1IA
772
1834 Investment Advisors
Wisconsin
$616K -$5.51K -48 -0.9%
TNA
773
True North Advisors
Texas
$610K – – –
BBPWM
774
Blue Bell Private Wealth Management
Pennsylvania
$606K -$2.07K -18 -0.4%
TF
775
Tompkins Financial
New York
$603K +$583K +5,080 New
29 30
31
32 33