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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
826
Annis Gardner Whiting Capital Advisors
Florida
$936K
EAM
827
Evanson Asset Management
California
$930K +$367K +2,485 +66%
HIA
828
Harbor Investment Advisory
Maryland
$930K +$18.3K +124 +2%
GWMR
829
GC Wealth Management RIA
Massachusetts
$927K
SWM
830
Spire Wealth Management
Virginia
$927K
COCM
831
Charter Oak Capital Management
New Hampshire
$926K -$148 -1 -0%
DF
832
Downshift Financial
Colorado
$925K +$924K +6,259 New
5W
833
5T Wealth
California
$921K +$42.7K +289 +5%
CFO
834
Cambient Family Office
Michigan
$921K +$914K +6,195 New
AFP
835
ATLas Financial Planning
Georgia
$919K +$912K +6,181 New
WPW
836
Watershed Private Wealth
Illinois
$919K -$590 -4 -0.1%
OWA
837
Outlook Wealth Advisors
Texas
$916K -$30.6K -207 -3%
CFG
838
Citizens Financial Group
Rhode Island
$912K +$312K +2,115 +53%
QCM
839
QRG Capital Management
Illinois
$909K +$235K +1,595 +35%
WAL
840
W Advisors LLC
Tennessee
$908K +$28.8K +195 +3%
DIA
841
Dana Investment Advisors
Wisconsin
$907K -$58K -393 -6%
ZIM
842
Zacks Investment Management
Illinois
$905K +$481K +3,257 +115%
SS
843
Sound Stewardship
Kansas
$903K +$8.71K +59 +1%
IA
844
IFG Advisors
Missouri
$899K +$8.12K +55 +0.9%
LFG
845
Larson Financial Group
Missouri
$898K +$48K +325 +6%
RIA
846
Retirement Investment Advisors
Oklahoma
$897K
WMWM
847
Wilkins Miller Wealth Management
Alabama
$896K -$4.72K -32 -0.5%
ASCM
848
Adkins Seale Capital Management
Louisiana
$892K +$885K +6,000 New
WTC
849
WhitTier Trust Company
Nevada
$892K -$8.12K -55 -0.9%
IAA
850
Independent Advisor Alliance
North Carolina
$887K +$5.76K +39 +0.7%