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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
851
Waldron Private Wealth
Pennsylvania
$593K -$96.7K -747 -14%
AC
852
AWM Capital
Arizona
$593K – – –
FA
853
Financial Alternatives
California
$593K – – –
TIA
854
Traphagen Investment Advisors
New Jersey
$592K +$23.2K +179 +4%
CG
855
CFO4Life Group
Texas
$592K – – –
MWM
856
Marietta Wealth Management
Georgia
$592K +$23K +178 +4%
NLP
857
Next Level Private
New York
$590K +$2.2K +17 +0.4%
UF
858
Univest Financial
Pennsylvania
$589K +$246K +1,902 +71%
SIC
859
Salem Investment Counselors
North Carolina
$589K – – –
YIH
860
Y-Intercept (HK)
Hong Kong
$587K +$591K +4,565 New
SWA
861
Strategies Wealth Advisors
Michigan
$587K -$63.1K -487 -10%
PWMG
862
Pinnacle Wealth Management Group
Michigan
$585K +$14.8K +114 +3%
FHA
863
First Horizon Advisors
Tennessee
$584K -$549K -4,243 -48%
SDJVC
864
St. Denis J. Villere & Co
Louisiana
$581K – – –
BA
865
Bristlecone Advisors
Washington
$581K – – –
CD
866
Chapin Davis
Maryland
$580K – – –
SCTC
867
Sanibel Captiva Trust Company
Florida
$580K – – –
FPW
868
Flywheel Private Wealth
California
$578K +$582K +4,494 New
RFA
869
Resurgent Financial Advisors
Georgia
$578K – – –
WIM
870
WealthPlan Investment Management
Nebraska
$576K +$580K +4,482 New
BBPWM
871
Blue Bell Private Wealth Management
Pennsylvania
$575K -$2.85K -22 -0.5%
WMWM
872
Wilkins Miller Wealth Management
Alabama
$574K +$577K +4,460 New
SC
873
Schiavi & Co
Delaware
$570K – – –
EWP
874
Elevation Wealth Partners
California
$570K +$1.29K +10 +0.2%
ZIG
875
Zullo Investment Group
Pennsylvania
$569K -$10.6K -82 -2%
33 34
35
36 37