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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
876
L.J. Altfest & Co
New York
$246K +$256K +2,608 New
DWA
877
Douglass Winthrop Advisors
New York
$245K – – –
IIM
878
InTrack Investment Management
Vermont
$245K – – –
RWM
879
Reston Wealth Management
Virginia
$243K -$4.22K -43 -2%
WFAG
880
Worth Financial Advisory Group
North Carolina
$242K -$115K -1,169 -31%
DT
881
Diversified Trust
Tennessee
$242K -$2.95K -30 -1%
PIM
882
Parker Investment Management
California
$242K +$8.06K +82 +3%
WAAG
883
Wealth Alliance Advisory Group
Kansas
$241K – – –
APIM
884
Agate Pass Investment Management
Washington
$241K – – –
BPFA
885
Barnes Pettey Financial Advisors
Mississippi
$238K – – –
AO
886
Advisor OS
Illinois
$237K – – –
OFS
887
OneAscent Financial Services
Alabama
$237K +$246K +2,500 New
SFG
888
Summit Financial Group
West Virginia
$236K – – –
BC
889
Barrett & Company
Rhode Island
$233K – – –
GC
890
Grimes & Company
Massachusetts
$232K -$25.5K -259 -10%
SCP
891
Shorepoint Capital Partners
Massachusetts
$231K +$2.56K +26 +1%
BWM
892
Birchcreek Wealth Management
Ohio
$231K +$5.31K +54 +2%
EWS
893
Evergreen Wealth Solutions
Pennsylvania
$230K -$22.9K -233 -9%
RS
894
Retirement Solution
Washington
$230K +$240K +2,441 New
MIAS
895
Mason Investment Advisory Services
Virginia
$229K -$4.03K -41 -2%
CGFA
896
Colton Groome Financial Advisors
North Carolina
$226K – – –
RC
897
Roundview Capital
New Jersey
$226K +$236K +2,404 New
SAM
898
Smithbridge Asset Management
Pennsylvania
$226K – – –
CA
899
Continuum Advisory
Idaho
$223K -$63K -641 -21%
AWM
900
Atticus Wealth Management
Florida
$223K +$16.7K +170 +8%
34 35
36
37 38