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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
826
Evergreen Wealth Solutions
Pennsylvania
$266K -$38.1K -446 -12%
MC
827
Moors & Cabot
Massachusetts
$265K -$102K -1,196 -28%
CA
828
Continuum Advisory
Idaho
$264K -$312K -3,650 -54%
MW
829
Marcum Wealth
Ohio
$263K -$85 -1 -0%
ECM
830
Evergreen Capital Management
Washington
$263K -$320K -3,750 -55%
UFA
831
US Financial Advisors
Massachusetts
$262K +$264K +3,092 New
SC
832
Soundwatch Capital
Connecticut
$262K -$296K -3,467 -53%
LPAM
833
Lodestar Private Asset Management
California
$262K +$263K +3,087 New
CTA
834
Colonial Trust Advisors
South Carolina
$261K -$38.4K -450 -13%
MAG
835
Mayfair Advisory Group
Alabama
$261K +$259K +3,030 New
CFS
836
CRA Financial Services
New Jersey
$260K -$3.41K -40 -1%
LMKC
837
L.M. Kohn & Company
Ohio
$260K +$261K +3,063 New
BA
838
Bellwether Advisors
Nebraska
$257K -$52.4K -614 -17%
DWP
839
Daymark Wealth Partners
Ohio
$257K +$258K +3,027 New
AW
840
Alaethes Wealth
Nevada
$255K +$1.71K +20 +0.7%
TCM
841
Tandem Capital Management
New Jersey
$255K -$41K -480 -14%
GPA
842
Garrison Point Advisors
California
$254K – – –
BWM
843
Birchcreek Wealth Management
Ohio
$253K -$72.6K -851 -22%
FFA
844
Fi3 Financial Advisors
Indiana
$252K +$254K +2,971 New
VFIC
845
Valley Forge Investment Consultants
Pennsylvania
$252K -$1.54K -18 -0.6%
AWS
846
AJ Wealth Strategies
New York
$251K +$253K +2,960 New
EA
847
Ellsworth Advisors
Ohio
$250K -$20.6K -241 -8%
ST
848
Sabal Trust
Florida
$249K – – –
FA
849
FC Advisory
Pennsylvania
$248K -$67.6K -792 -21%
MWM
850
McNaughton Wealth Management
California
$248K +$1.28K +15 +0.5%
32 33
34
35 36