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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
801
Beacon Financial Advisory
Ohio
$295K -$56.4K -635 -16%
FFA
802
Fragasso Financial Advisors
Pennsylvania
$291K +$1.86K +21 +0.7%
OL
803
Optas LLC
Texas
$288K +$266 +3 +0.1%
EWS
804
Evergreen Wealth Solutions
Pennsylvania
$288K +$3.73K +42 +1%
NB
805
Nicolet Bankshares
Wisconsin
$287K – – –
DWM
806
Denver Wealth Management
Colorado
$286K +$1.06K +12 +0.4%
LMKC
807
L.M. Kohn & Company
Ohio
$286K +$8.17K +92 +3%
CPSC
808
Carl P. Sherr & Co
Massachusetts
$286K – – –
HWA
809
Heartwood Wealth Advisors
Virginia
$283K +$278K +3,128 New
SRWM
810
Shira Ridge Wealth Management
California
$282K -$3.2K -36 -1%
MW
811
Marcum Wealth
Ohio
$281K – – –
ECM
812
Evergreen Capital Management
Washington
$281K – – –
LPAM
813
Lodestar Private Asset Management
California
$281K +$1.15K +13 +0.4%
MC
814
Moors & Cabot
Massachusetts
$280K -$2.66K -30 -1%
MWM
815
McNaughton Wealth Management
California
$280K +$14.6K +165 +6%
CTA
816
Colonial Trust Advisors
South Carolina
$279K – – –
MAG
817
Mayfair Advisory Group
Alabama
$275K – – –
BFM
818
Boston Financial Management
Massachusetts
$275K -$66.9K -754 -20%
WAM
819
Weinberger Asset Management
California
$275K +$33.7K +380 +14%
CFS
820
CRA Financial Services
New Jersey
$274K -$3.55K -40 -1%
SL
821
Sentinus LLC
Illinois
$273K -$242K -2,729 -48%
UFA
822
US Financial Advisors
Massachusetts
$273K -$7.19K -81 -3%
1WA
823
180 Wealth Advisors
Washington
$272K -$2.66K -30 -1%
AW
824
Alaethes Wealth
Nevada
$272K -$355 -4 -0.1%
PA
825
Pinnacle Associates
New York
$272K -$146K -1,650 -35%
31 32
33
34 35