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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
901
CGN Advisors
Kansas
$879K -$31.4K -198 -4%
OAS
902
Optivise Advisory Services
Tennessee
$879K -$15.9K -100 -2%
WT
903
Whittier Trust
California
$874K – – –
FWP
904
Falcon Wealth Planning
California
$873K +$1.75K +11 +0.2%
PF
905
Penney Financial
Texas
$862K – – –
AWM
906
Aprio Wealth Management
Georgia
$860K +$410K +2,586 +98%
RIA
907
Regal Investment Advisors
Michigan
$859K -$83.6K -527 -9%
NIM
908
Northeast Investment Management
Massachusetts
$857K – – –
TF
909
Tompkins Financial
New York
$848K – – –
WCM
910
WealthBridge Capital Management
Ohio
$840K +$32.5K +205 +4%
V
911
VeraBank
Texas
$837K -$96.8K -610 -11%
KAS
912
KPP Advisory Services
Kentucky
$834K +$5.71K +36 +0.7%
KAM
913
KEB Asset Management
Illinois
$834K – – –
MFG
914
Mainsail Financial Group
Washington
$832K +$803K +5,062 New
PFA
915
Pettinga Financial Advisors
Indiana
$828K +$1.59K +10 +0.2%
QHA
916
Quarry Hill Advisors
Minnesota
$828K – – –
SFS
917
Sharp Financial Services
Pennsylvania
$825K – – –
FFM
918
Forum Financial Management
Illinois
$821K +$292K +1,842 +58%
1IA
919
1834 Investment Advisors
Wisconsin
$821K – – –
HIA
920
Harbor Investment Advisory
Maryland
$818K -$71.4K -450 -8%
PFW
921
Petros Family Wealth
Minnesota
$817K -$6.98K -44 -0.9%
DC
922
Davenport & Co
Virginia
$817K +$39.7K +250 +5%
TFA
923
TrustWell Financial Advisors
Florida
$813K +$93K +586 +13%
WPW
924
Waldron Private Wealth
Pennsylvania
$811K -$3.97K -25 -0.5%
SCTC
925
Sanibel Captiva Trust Company
Florida
$810K -$41.1K -259 -5%
35 36
37
38 39