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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
826
Retirement Investment Advisors
Oklahoma
$897K – – –
AGWCA
827
Annis Gardner Whiting Capital Advisors
Florida
$896K – – –
CFS
828
Coordinated Financial Services
Colorado
$891K -$603K -4,054 -39%
EAM
829
Evanson Asset Management
California
$891K – – –
SWM
830
SHP Wealth Management
Massachusetts
$890K +$399K +2,685 +75%
BL
831
Balentine LLC
Georgia
$889K -$756K -5,082 -45%
DCM
832
DGS Capital Management
New Jersey
$885K +$614K +4,132 +198%
CFO
833
Cambient Family Office
Michigan
$882K – – –
PPF
834
Pacific Park Financial
California
$877K -$59.2K -398 -6%
COCM
835
Charter Oak Capital Management
New Hampshire
$876K -$12K -81 -1%
WPW
836
Watershed Private Wealth
Illinois
$869K -$12.2K -82 -1%
DIA
837
Dana Investment Advisors
Wisconsin
$869K – – –
RF
838
RetireMitten Financial
Michigan
$868K +$906K +6,091 New
ZIM
839
Zacks Investment Management
Illinois
$867K -$149 -1 -0%
AFP
840
ATLas Financial Planning
Georgia
$862K -$19.5K -131 -2%
DWP
841
Daymark Wealth Partners
Ohio
$858K -$353K -2,376 -28%
ASCM
842
Adkins Seale Capital Management
Louisiana
$855K – – –
PCM
843
Parsons Capital Management
Rhode Island
$855K +$608K +4,088 +214%
WTC
844
WhitTier Trust Company
Nevada
$851K – – –
HW
845
Hancock Whitney
Mississippi
$849K -$33.9K -228 -4%
WMWM
846
Wilkins Miller Wealth Management
Alabama
$845K -$14.6K -98 -2%
SAG
847
SageView Advisory Group
California
$841K -$904K -6,077 -51%
GAM
848
Gemmer Asset Management
California
$838K +$6.99K +47 +0.8%
LFG
849
Larson Financial Group
Missouri
$833K -$29K -195 -3%
TWC
850
TD Waterhouse Canada
Ontario, Canada
$828K +$21.6K +145 +3%
32 33
34
35 36