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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
851
WFA of San Diego
California
$265K – – –
H
852
HoyleCohen
California
$264K +$71K +723 +35%
SFG
853
Steward Financial Group
Texas
$264K – – –
LC
854
Lincoln Capital
Nebraska
$263K – – –
WSWA
855
Warren Street Wealth Advisors
California
$263K +$46.4K +472 +20%
LWM
856
Ledge Wealth Management
Minnesota
$262K -$13.4K -136 -5%
HP
857
HT Partners
Connecticut
$262K – – –
ACP
858
Aveo Capital Partners
Colorado
$262K – – –
GIP
859
Greatmark Investment Partners
Georgia
$261K – – –
CSPIA
860
Cary Street Partners Investment Advisory
Virginia
$261K +$185K +1,886 +213%
OMC
861
Old Mission Capital
Illinois
$261K +$272K +2,770 New
UFA
862
US Financial Advisors
Massachusetts
$261K -$24.1K -245 -8%
DWM
863
Drive Wealth Management
Utah
$260K – – –
NS
864
NBC Securities
Alabama
$259K +$271K +2,759 New
GPA
865
Garrison Point Advisors
California
$258K – – –
LFA
866
Level Financial Advisors
New York
$257K – – –
RW
867
Rede Wealth
Virginia
$257K +$197 +2 +0.1%
LOPW
868
Live Oak Private Wealth
North Carolina
$255K – – –
PA
869
PFW Advisors
Georgia
$254K – – –
RF
870
RHS Financial
California
$253K +$23.1K +235 +10%
GM
871
GeoWealth Management
Illinois
$253K +$264K +2,689 New
OBWG
872
Onyx Bridge Wealth Group
New York
$251K -$30.8K -313 -11%
MCWS
873
McKinley Carter Wealth Services
West Virginia
$248K -$22.5K -229 -8%
BFM
874
Boston Financial Management
Massachusetts
$248K – – –
CF
875
Centaurus Financial
California
$247K -$8.25K -84 -3%
33 34
35
36 37