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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
API
901
Advisor Partners II
California
$234K -$12.6K -136 -5%
4WM
902
4J Wealth Management
Virginia
$233K – – –
MSS
903
Mitchell Sinkler & Starr
Pennsylvania
$229K – – –
PJSIMP
904
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K -$207K -2,234 -50%
PWP
905
Principle Wealth Partners
Connecticut
$228K – – –
EF
906
Empirical Finance
Pennsylvania
$228K -$462 -5 -0.2%
WSWA
907
Warren Street Wealth Advisors
California
$227K – – –
PWP
908
Pursue Wealth Partners
California
$225K -$111K -1,200 -34%
FFM
909
Forum Financial Management
Illinois
$224K -$1.48K -16 -0.7%
GC
910
Garde Capital
Washington
$224K +$99.9K +1,081 +89%
TL
911
Tradewinds LLC
North Carolina
$223K -$555 -6 -0.3%
VCP
912
Verus Capital Partners
Arizona
$223K -$2.03K -22 -1%
SB
913
Strategic Blueprint
Georgia
$222K +$210K +2,269 New
OPCM
914
Osborne Partners Capital Management
California
$221K – – –
BFO
915
Boston Family Office
Massachusetts
$220K – – –
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$220K +$3.05K +33 +1%
MIG
917
McGuire Investment Group
Rhode Island
$218K +$206K +2,231 New
GWS
918
Glassman Wealth Services
Virginia
$218K – – –
GIM
919
Goelzer Investment Management
Indiana
$216K -$32.8K -355 -14%
EWM
920
Evercore Wealth Management
New York
$216K +$204K +2,210 New
CTA
921
Colonial Trust Advisors
South Carolina
$216K -$81.1K -877 -28%
TIA
922
Traphagen Investment Advisors
New Jersey
$216K -$597K -6,457 -42%
AWM
923
Atticus Wealth Management
Florida
$215K +$16.5K +178 +9%
LRWA
924
Long Run Wealth Advisors
New York
$213K +$202K +2,182 New
CIC
925
Carnegie Investment Counsel
Ohio
$213K +$201K +2,175 New
35 36
37
38 39