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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
801
Davenport & Co
Virginia
$247K -$461K -4,626 -65%
PA
802
Planning Alternatives
Michigan
$247K -$14.9K -149 -6%
TYCC
803
Texas Yale Capital Corp
Florida
$247K – – –
SAM
804
Smithbridge Asset Management
Pennsylvania
$242K – – –
CA
805
CoreCap Advisors
Michigan
$238K -$6.08K -61 -3%
PGFC
806
Peapack-Gladstone Financial Corp
New Jersey
$237K -$320K -3,205 -58%
MSS
807
Mitchell Sinkler & Starr
Pennsylvania
$237K – – –
SFWA
808
Summit Financial Wealth Advisors
Louisiana
$236K – – –
SB
809
Strategic Blueprint
Georgia
$235K -$14.7K -147 -6%
BWM
810
BCS Wealth Management
Tennessee
$235K – – –
SFM
811
Signet Financial Management
New Jersey
$234K -$3.49K -35 -1%
CFD
812
Creative Financial Designs
Indiana
$231K -$906K -9,089 -80%
NC
813
NovaPoint Capital
Georgia
$231K – – –
TC
814
Tacita Capital
Ontario, Canada
$231K – – –
SSWM
815
Smith Salley Wealth Management
North Carolina
$231K +$228K +2,289 New
HFS
816
Howard Financial Services
Texas
$230K +$228K +2,283 New
OPCM
817
Osborne Partners Capital Management
California
$228K – – –
EF
818
Empirical Finance
Pennsylvania
$227K -$3.59K -36 -2%
BFO
819
Boston Family Office
Massachusetts
$227K – – –
NA
820
Nottingham Advisors
New York
$227K – – –
ACM
821
Advisors Capital Management
New Jersey
$227K +$224K +2,248 New
RIA
822
Richwood Investment Advisors
Ohio
$226K – – –
GW
823
GW & Wade
Massachusetts
$226K +$19.4K +195 +10%
GWS
824
Glassman Wealth Services
Virginia
$225K – – –
FMC
825
First Merchants Corp
Indiana
$224K +$221K +2,220 New
31 32
33
34 35