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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
Roberts Wealth Advisors
California
$323K – – –
LFG
802
Larson Financial Group
Missouri
$322K -$10K -102 -3%
PCA
803
Private Capital Advisors
Connecticut
$321K – – –
ANTB
804
AMG National Trust Bank
Colorado
$319K -$8.75K -89 -3%
RIL
805
Rothschild Investment LLC
Illinois
$318K +$332K +3,377 New
BWM
806
BNC Wealth Management
Oregon
$315K – – –
LRIA
807
Leonard Rickey Investment Advisors
Washington
$315K -$31.9K -325 -9%
TPCW
808
TD Private Client Wealth
New York
$315K +$6.98K +71 +2%
FFA
809
Fragasso Financial Advisors
Pennsylvania
$311K -$8.45K -86 -3%
SFG
810
Sovereign Financial Group
Connecticut
$310K -$41.8K -425 -11%
VCP
811
Verus Capital Partners
Arizona
$310K +$99.6K +1,014 +45%
OP
812
ORG Partners
Indiana
$306K -$7.65M -77,849 -96%
BFA
813
Beacon Financial Advisory
Ohio
$305K -$8.16K -83 -2%
TVAMP
814
Tennessee Valley Asset Management Partners
Tennessee
$305K -$983 -10 -0.3%
MCM
815
McDonough Capital Management
Florida
$304K +$317K +3,228 New
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$302K -$35.8K -364 -10%
IA
817
IFG Advisory
Georgia
$299K +$312K +3,172 New
DWM
818
Denver Wealth Management
Colorado
$299K – – –
FA
819
FC Advisory
Pennsylvania
$296K +$20.5K +209 +7%
HWA
820
Heartwood Wealth Advisors
Virginia
$295K – – –
ECM
821
Evergreen Capital Management
Washington
$294K – – –
SRWM
822
Shira Ridge Wealth Management
California
$293K – – –
CPSC
823
Carl P. Sherr & Co
Massachusetts
$292K -$5.11K -52 -2%
NIM
824
Northeast Investment Management
Massachusetts
$292K -$308K -3,133 -50%
BF
825
BOK Financial
Oklahoma
$291K -$14K -142 -4%
31 32
33
34 35