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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
926
Petros Family Wealth
Minnesota
$817K -$6.98K -44 -0.9%
DC
927
Davenport & Co
Virginia
$817K +$39.7K +250 +5%
TFA
928
TrustWell Financial Advisors
Florida
$813K +$93K +586 +13%
WPW
929
Waldron Private Wealth
Pennsylvania
$811K -$3.97K -25 -0.5%
SCTC
930
Sanibel Captiva Trust Company
Florida
$810K -$41.1K -259 -5%
PWM
931
Power Wealth Management
Georgia
$806K +$74.6K +470 +11%
PAG
932
Poinciana Advisors Group
Florida
$805K -$28.4K -179 -4%
AF
933
Align Financial
Minnesota
$802K – – –
OFS
934
Opus Financial Solutions
Illinois
$800K +$773K +4,870 New
CFGA
935
Cambridge Financial Group (Arizona)
Arizona
$797K – – –
CCA
936
Cadent Capital Advisors
Oklahoma
$795K – – –
ANBT
937
American National Bank & Trust
Texas
$790K – – –
TIA
938
Traphagen Investment Advisors
New Jersey
$789K -$130K -822 -15%
FWA
939
FSM Wealth Advisors
Ohio
$789K – – –
AWM
940
Arista Wealth Management
Nevada
$788K -$150K -948 -17%
BIG
941
Brookwood Investment Group
Arizona
$786K -$9.52K -60 -1%
AWM
942
Adams Wealth Management
Utah
$782K -$77.5K -488 -9%
CI
943
CacheTech Inc
Utah
$782K -$77.5K -488 -9%
RSA
944
River Street Advisors
Illinois
$780K -$18.7K -118 -2%
WAAG
945
Wealth Alliance Advisory Group
Kansas
$779K +$209K +1,315 +38%
AFWM
946
Arta Finance Wealth Management
California
$778K +$145K +916 +24%
MAS
947
Madden Advisory Services
Florida
$777K -$24.8K -156 -3%
FWM
948
ForthRight Wealth Management
Georgia
$767K -$6.19K -39 -0.8%
SWA
949
Strategies Wealth Advisors
Michigan
$767K +$147K +923 +25%
AC
950
AWM Capital
Arizona
$766K +$1.59K +10 +0.2%
36 37
38
39 40