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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
876
Reston Wealth Management
Virginia
$257K +$10.8K +117 +5%
MWM
877
Meridian Wealth Management
Kentucky
$255K -$18.7K -202 -7%
DWA
878
Douglass Winthrop Advisors
New York
$255K – – –
IIM
879
InTrack Investment Management
Vermont
$254K – – –
DT
880
Diversified Trust
Tennessee
$254K -$5.27K -57 -2%
YIH
881
Y-Intercept (HK)
Hong Kong
$251K +$237K +2,566 New
WAAG
882
Wealth Alliance Advisory Group
Kansas
$251K -$79.8K -863 -25%
APIM
883
Agate Pass Investment Management
Washington
$250K – – –
HHGA
884
Halbert Hargrove Global Advisors
California
$250K +$236K +2,551 New
NC
885
NovaPoint Capital
Georgia
$247K +$555 +6 +0.2%
BPFA
886
Barnes Pettey Financial Advisors
Mississippi
$247K – – –
AO
887
Advisor OS
Illinois
$246K +$21.1K +228 +10%
SFG
888
Summit Financial Group
West Virginia
$246K – – –
DC
889
Davenport & Co
Virginia
$243K +$3.51K +38 +2%
PIM
890
Parker Investment Management
California
$243K -$118K -1,277 -34%
BC
891
Barrett & Company
Rhode Island
$243K +$462 +5 +0.2%
MIAS
892
Mason Investment Advisory Services
Virginia
$242K – – –
RF
893
RHS Financial
California
$240K +$227K +2,455 New
HTC
894
Haverford Trust Company
Pennsylvania
$239K – – –
AFG
895
ABLE Financial Group
Arizona
$237K -$339K -3,667 -60%
SCP
896
Shorepoint Capital Partners
Massachusetts
$237K -$185 -2 -0.1%
CGFA
897
Colton Groome Financial Advisors
North Carolina
$235K – – –
SAM
898
Smithbridge Asset Management
Pennsylvania
$235K – – –
BWM
899
Birchcreek Wealth Management
Ohio
$234K -$1.66K -18 -0.7%
CA
900
CGN Advisors
Kansas
$234K +$222K +2,396 New
34 35
36
37 38