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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
826
Shira Ridge Wealth Management
California
$267K +$268K +3,145 New
Evergreen Wealth Solutions
827
Evergreen Wealth Solutions
Pennsylvania
$266K -$38.1K -446 -12%
Moors & Cabot
828
Moors & Cabot
Massachusetts
$265K -$102K -1,196 -28%
Continuum Advisory
829
Continuum Advisory
Idaho
$264K -$312K -3,650 -54%
Marcum Wealth
830
Marcum Wealth
Ohio
$263K -$85 -1 -0%
Evergreen Capital Management
831
Evergreen Capital Management
Washington
$263K -$320K -3,750 -55%
UFA
832
US Financial Advisors
Massachusetts
$262K +$264K +3,092 New
Soundwatch Capital
833
Soundwatch Capital
Connecticut
$262K -$296K -3,467 -53%
Lodestar Private Asset Management
834
Lodestar Private Asset Management
California
$262K +$263K +3,087 New
Colonial Trust Advisors
835
Colonial Trust Advisors
South Carolina
$261K -$38.4K -450 -13%
MAG
836
Mayfair Advisory Group
Alabama
$261K +$259K +3,030 New
CRA Financial Services
837
CRA Financial Services
New Jersey
$260K -$3.41K -40 -1%
LMKC
838
L.M. Kohn & Company
Ohio
$260K +$261K +3,063 New
Bellwether Advisors
839
Bellwether Advisors
Nebraska
$257K -$52.4K -614 -17%
Daymark Wealth Partners
840
Daymark Wealth Partners
Ohio
$257K +$258K +3,027 New
OMIC
841
Old Mission Investment Co
Michigan
$256K +$20.1K +235 +8%
AW
842
Alaethes Wealth
Nevada
$255K +$1.71K +20 +0.7%
TCM
843
Tandem Capital Management
New Jersey
$255K -$41K -480 -14%
GPA
844
Garrison Point Advisors
California
$254K – – –
BWM
845
Birchcreek Wealth Management
Ohio
$253K -$72.6K -851 -22%
FFA
846
Fi3 Financial Advisors
Indiana
$252K +$254K +2,971 New
VFIC
847
Valley Forge Investment Consultants
Pennsylvania
$252K -$1.54K -18 -0.6%
AJ Wealth Strategies
848
AJ Wealth Strategies
New York
$251K +$253K +2,960 New
Ellsworth Advisors
849
Ellsworth Advisors
Ohio
$250K -$20.6K -241 -8%
Sabal Trust
850
Sabal Trust
Florida
$249K – – –