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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
801
Cambient Family Office
Michigan
$1.16M +$135K +850 +14%
IWA
802
IBEX Wealth Advisors
New Jersey
$1.16M +$51.6K +325 +5%
BTW
803
Boston Trust Walden
Massachusetts
$1.16M -$53K -334 -5%
CHA
804
Cooper/Haims Advisors
New York
$1.15M – – –
BOPW
805
Brandywine Oak Private Wealth
Pennsylvania
$1.15M -$14K -88 -1%
RF
806
RHS Financial
California
$1.15M -$260K -1,639 -19%
5NPW
807
55 North Private Wealth
Florida
$1.15M +$1.43K +9 +0.1%
WCM
808
Windsor Capital Management
Arizona
$1.14M -$39.4K -248 -3%
EWM
809
Elevation Wealth Management
Minnesota
$1.14M -$7.94K -50 -0.7%
FF
810
Foundry Financial
California
$1.13M -$26.7K -168 -2%
CCT
811
Capital City Trust
Florida
$1.13M -$14.6K -92 -1%
CWM
812
Cadence Wealth Management
Massachusetts
$1.13M +$186K +1,173 +20%
RWM
813
Rialto Wealth Management
New York
$1.13M +$754K +4,753 +222%
AFG
814
Albion Financial Group
Utah
$1.13M – – –
FAT
815
First American Trust
California
$1.13M -$28.3K -178 -3%
AO
816
Advisor OS
Illinois
$1.12M +$58.4K +368 +6%
GVCM
817
Global View Capital Management
Wisconsin
$1.11M -$247K -1,554 -19%
ZIM
818
Zacks Investment Management
Illinois
$1.11M +$110K +690 +11%
TCM
819
Traynor Capital Management
Pennsylvania
$1.11M +$1.07M +6,767 New
CTA
820
Chesley Taft & Associates
Illinois
$1.11M +$34.6K +218 +3%
PGFG
821
Pine Grove Financial Group
Minnesota
$1.1M -$59K -372 -5%
HWA
822
HCR Wealth Advisors
California
$1.1M – – –
DG
823
DMC Group
Alabama
$1.1M +$1.06M +6,706 New
GC
824
Grange Capital
Oregon
$1.09M -$89.5K -564 -8%
SWM
825
SHP Wealth Management
Massachusetts
$1.09M +$63.5K +400 +6%
31 32
33
34 35