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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
$223K -$2.56K -26 -1%
GC
902
Garde Capital
Washington
$222K +$6.58K +67 +3%
FDDB
903
Fidelity D&D Bancorp
Pennsylvania
$221K +$231K +2,349 New
TCOT
904
Trust Company of Toledo
Ohio
$221K +$231K +2,348 New
4WM
905
4J Wealth Management
Virginia
$220K -$4.91K -50 -2%
PWP
906
Principle Wealth Partners
Connecticut
$219K – – –
EF
907
Empirical Finance
Pennsylvania
$219K +$98 +1 +0%
NC
908
NovaPoint Capital
Georgia
$219K -$19.6K -199 -8%
AWM
909
Accurate Wealth Management
Florida
$217K -$4.78M -48,657 -96%
PWP
910
Pursue Wealth Partners
California
$217K – – –
VAS
911
Vestmark Advisory Solutions
Massachusetts
$216K +$226K +2,298 New
FFM
912
Forum Financial Management
Illinois
$216K – – –
HWP
913
Hibernia Wealth Partners
Louisiana
$216K +$225K +2,289 New
SB
914
Strategic Blueprint
Georgia
$215K +$1.18K +12 +0.5%
RDFA
915
Ritter Daniher Financial Advisory
Ohio
$213K +$1.28K +13 +0.6%
OPCM
916
Osborne Partners Capital Management
California
$213K – – –
BFO
917
Boston Family Office
Massachusetts
$212K – – –
SFA
918
Semmax Financial Advisors
North Carolina
$211K +$215K +2,193 New
CPP
919
Capasso Planning Partners
South Carolina
$211K +$220K +2,241 New
GWS
920
Glassman Wealth Services
Virginia
$210K – – –
RG
921
Rathbones Group
United Kingdom
$208K +$217K +2,213 New
EWM
922
Evercore Wealth Management
New York
$208K – – –
GIM
923
Goelzer Investment Management
Indiana
$208K – – –
CTA
924
Colonial Trust Advisors
South Carolina
$208K – – –
MIG
925
McGuire Investment Group
Rhode Island
$206K -$3.83K -39 -2%
35 36
37
38 39