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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
901
Gallagher Fiduciary Advisors
Illinois
$898K +$114K +721 +15%
SP
902
Successful Portfolios
Florida
$896K +$9.68K +61 +1%
CAI
903
Capital Advisors Inc
Oklahoma
$888K +$3.33K +21 +0.4%
WPW
904
Watershed Private Wealth
Illinois
$888K -$110K -696 -11%
XF
905
XML Financial
Maryland
$885K +$42.4K +267 +5%
CA
906
CGN Advisors
Kansas
$879K -$31.4K -198 -4%
OAS
907
Optivise Advisory Services
Tennessee
$879K -$15.9K -100 -2%
WT
908
Whittier Trust
California
$874K – – –
FWP
909
Falcon Wealth Planning
California
$873K +$1.75K +11 +0.2%
PF
910
Penney Financial
Texas
$862K – – –
AWM
911
Aprio Wealth Management
Georgia
$860K +$410K +2,586 +98%
RIA
912
Regal Investment Advisors
Michigan
$859K -$83.6K -527 -9%
NIM
913
Northeast Investment Management
Massachusetts
$857K – – –
TF
914
Tompkins Financial
New York
$848K – – –
WCM
915
WealthBridge Capital Management
Ohio
$840K +$32.5K +205 +4%
V
916
VeraBank
Texas
$837K -$96.8K -610 -11%
KAS
917
KPP Advisory Services
Kentucky
$834K +$5.71K +36 +0.7%
KAM
918
KEB Asset Management
Illinois
$834K – – –
MFG
919
Mainsail Financial Group
Washington
$832K +$803K +5,062 New
PFA
920
Pettinga Financial Advisors
Indiana
$828K +$1.59K +10 +0.2%
QHA
921
Quarry Hill Advisors
Minnesota
$828K – – –
SFS
922
Sharp Financial Services
Pennsylvania
$825K – – –
FFM
923
Forum Financial Management
Illinois
$821K +$292K +1,842 +58%
1IA
924
1834 Investment Advisors
Wisconsin
$821K – – –
HIA
925
Harbor Investment Advisory
Maryland
$818K -$71.4K -450 -8%
35 36
37
38 39