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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
876
Shorepoint Capital Partners
Massachusetts
$220K +$3.64K +41 +2%
BWM
877
Birchcreek Wealth Management
Ohio
$219K -$50.8K -572 -19%
CGFA
878
Colton Groome Financial Advisors
North Carolina
$218K +$213K +2,404 New
SAM
879
Smithbridge Asset Management
Pennsylvania
$217K – – –
GFA
880
Gallagher Fiduciary Advisors
Illinois
$217K +$213K +2,394 New
ECM
881
Exchange Capital Management
Michigan
$217K -$4.71K -53 -2%
GWA
882
Geometric Wealth Advisors
District of Columbia
$217K +$212K +2,390 New
4WM
883
4J Wealth Management
Virginia
$216K -$25.1K -283 -11%
WF
884
Welch & Forbes
Massachusetts
$216K +$212K +2,383 New
TCM
885
Telos Capital Management
California
$214K +$210K +2,366 New
MSS
886
Mitchell Sinkler & Starr
Pennsylvania
$212K +$208K +2,345 New
WQ
887
Wealth Quarterback
New Jersey
$212K +$207K +2,337 New
EF
888
Empirical Finance
Pennsylvania
$211K +$207K +2,332 New
PWP
889
Principle Wealth Partners
Connecticut
$211K +$207K +2,329 New
WSWA
890
Warren Street Wealth Advisors
California
$210K -$5.95K -67 -3%
FFM
891
Forum Financial Management
Illinois
$209K -$138K -1,557 -40%
VCP
892
Verus Capital Partners
Arizona
$208K +$204K +2,298 New
AO
893
Advisor OS
Illinois
$207K +$203K +2,291 New
TL
894
Tradewinds LLC
North Carolina
$207K +$203K +2,285 New
SFWA
895
Summit Financial Wealth Advisors
Louisiana
$206K +$202K +2,280 New
OFS
896
OneAscent Financial Services
Alabama
$206K +$202K +2,275 New
BMM
897
Buffington Mohr McNeal
Idaho
$205K +$201K +2,268 New
OPCM
898
Osborne Partners Capital Management
California
$204K -$20.7K -233 -9%
BFO
899
Boston Family Office
Massachusetts
$204K +$200K +2,250 New
NA
900
Nottingham Advisors
New York
$203K +$199K +2,246 New
34 35
36
37 38