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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
801
AWM Capital
Arizona
$579K – – –
FA
802
Financial Alternatives
California
$579K – – –
ZF
803
Zega Financial
Florida
$579K -$4.48K -37 -0.8%
TWM
804
Thrive Wealth Management
Pennsylvania
$579K +$2.54K +21 +0.5%
CG
805
CFO4Life Group
Texas
$578K – – –
PCH
806
PGIM Custom Harvest
New Jersey
$577K +$556K +4,590 New
SIC
807
Salem Investment Counselors
North Carolina
$575K – – –
NLP
808
Next Level Private
New York
$574K +$554K +4,572 New
SDJVC
809
St. Denis J. Villere & Co
Louisiana
$567K – – –
BA
810
Bristlecone Advisors
Washington
$567K +$179K +1,477 +49%
ZIG
811
Zullo Investment Group
Pennsylvania
$567K -$2.42K -20 -0.4%
SCTC
812
Sanibel Captiva Trust Company
Florida
$566K -$242 -2 -0%
ECM
813
Evergreen Capital Management
Washington
$566K – – –
BBPWM
814
Blue Bell Private Wealth Management
Pennsylvania
$564K -$74.2K -613 -12%
RFA
815
Resurgent Financial Advisors
Georgia
$564K – – –
PWMG
816
Pinnacle Wealth Management Group
Michigan
$557K +$130K +1,075 +32%
AP
817
Adero Partners
California
$557K -$23.9K -197 -4%
SC
818
Schiavi & Co
Delaware
$557K – – –
TIA
819
Traphagen Investment Advisors
New Jersey
$556K -$20.5K -169 -4%
MWM
820
Marietta Wealth Management
Georgia
$555K -$16.7K -138 -3%
EWP
821
Elevation Wealth Partners
California
$555K -$12K -99 -2%
RA
822
Ruggaard & Associates
Ohio
$555K +$242 +2 +0%
FOA
823
Five Oceans Advisors
California
$554K – – –
CI
824
Cordant Inc
Oregon
$553K +$90.2K +745 +20%
CB
825
Commerce Bank
Missouri
$548K +$94.4K +780 +22%
31 32
33
34 35