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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Power Wealth Management
Georgia
$806K +$74.6K +470 +11%
PAG
927
Poinciana Advisors Group
Florida
$805K -$28.4K -179 -4%
AF
928
Align Financial
Minnesota
$802K – – –
OFS
929
Opus Financial Solutions
Illinois
$800K +$773K +4,870 New
CFGA
930
Cambridge Financial Group (Arizona)
Arizona
$797K – – –
CCA
931
Cadent Capital Advisors
Oklahoma
$795K – – –
ANBT
932
American National Bank & Trust
Texas
$790K – – –
TIA
933
Traphagen Investment Advisors
New Jersey
$789K -$130K -822 -15%
FWA
934
FSM Wealth Advisors
Ohio
$789K – – –
AWM
935
Arista Wealth Management
Nevada
$788K -$150K -948 -17%
BIG
936
Brookwood Investment Group
Arizona
$786K -$9.52K -60 -1%
AWM
937
Adams Wealth Management
Utah
$782K -$77.5K -488 -9%
CI
938
CacheTech Inc
Utah
$782K -$77.5K -488 -9%
RSA
939
River Street Advisors
Illinois
$780K -$18.7K -118 -2%
WAAG
940
Wealth Alliance Advisory Group
Kansas
$779K +$209K +1,315 +38%
AFWM
941
Arta Finance Wealth Management
California
$778K +$145K +916 +24%
MAS
942
Madden Advisory Services
Florida
$777K -$24.8K -156 -3%
FWM
943
ForthRight Wealth Management
Georgia
$767K -$6.19K -39 -0.8%
SWA
944
Strategies Wealth Advisors
Michigan
$767K +$147K +923 +25%
AC
945
AWM Capital
Arizona
$766K +$1.59K +10 +0.2%
TFO
946
Tarbox Family Office
California
$765K -$9.05K -57 -1%
BBPWM
947
Blue Bell Private Wealth Management
Pennsylvania
$763K -$3.65K -23 -0.5%
HP
948
Hilltop Partners
Indiana
$760K – – –
FA
949
Financial Alternatives
California
$757K – – –
CG
950
CFO4Life Group
Texas
$756K – – –
36 37
38
39 40