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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
$304K – – –
Evergreen Capital Management
827
Evergreen Capital Management
Washington
$304K – – –
GTS Securities
828
GTS Securities
Florida
$303K +$287K +3,101 New
FIM
829
Fernwood Investment Management
Massachusetts
$299K +$32.3K +349 +13%
WAM
830
Weinberger Asset Management
California
$298K +$740 +8 +0.3%
WBC
831
West Branch Capital
Massachusetts
$297K +$29.7K +321 +12%
1WA
832
180 Wealth Advisors
Washington
$295K – – –
CA
833
Continuum Advisory
Idaho
$295K -$23.2K -251 -8%
UFA
834
US Financial Advisors
Massachusetts
$295K – – –
OIA
835
Optimum Investment Advisors
Illinois
$294K +$228K +2,465 +453%
SL
836
Sentinus LLC
Illinois
$294K -$555 -6 -0.2%
Pinnacle Associates
837
Pinnacle Associates
New York
$294K – – –
CCA
838
Childress Capital Advisors
Texas
$294K – – –
VFIC
839
Valley Forge Investment Consultants
Pennsylvania
$292K +$740 +8 +0.3%
MW
840
Marcum Wealth
Ohio
$292K -$11.3K -122 -4%
CFS
841
CRA Financial Services
New Jersey
$291K -$4.62K -50 -2%
OBWG
842
Onyx Bridge Wealth Group
New York
$291K +$46.2K +500 +20%
AWS
843
AJ Wealth Strategies
New York
$290K – – –
GWA
844
Geometric Wealth Advisors
District of Columbia
$287K +$46K +498 +21%
FA
845
FC Advisory
Pennsylvania
$287K -$740 -8 -0.3%
OWM
846
Opes Wealth Management
California
$287K +$37K +400 +16%
LWM
847
Ledge Wealth Management
Minnesota
$286K -$1.61M -17,417 -86%
AW
848
Alaethes Wealth
Nevada
$283K -$10.2K -110 -4%
LPAM
849
Lodestar Private Asset Management
California
$282K -$19.7K -213 -7%
FCFC
850
First Commonwealth Financial Corp
Pennsylvania
$282K – – –