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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
926
Alaethes Wealth
Nevada
$295K -$8.82K -90 -3%
GIP
927
Greatmark Investment Partners
Georgia
$295K +$2.55K +26 +0.9%
WSWA
928
Warren Street Wealth Advisors
California
$293K -$294 -3 -0.1%
HKIMG
929
Hutchens & Kramer Investment Management Group
Indiana
$291K +$271K +2,767 New
LC
930
Lincoln Capital
Nebraska
$291K -$3.23K -33 -1%
NS
931
NBC Securities
Alabama
$290K +$98 +1 +0%
DWG
932
Darden Wealth Group
Michigan
$290K +$270K +2,752 New
JFG
933
JMG Financial Group
Illinois
$289K +$269K +2,748 New
SWM
934
Sterling Wealth Management
Illinois
$289K +$269K +2,744 New
GPA
935
Garrison Point Advisors
California
$288K – – –
IAIM
936
International Assets Investment Management
Florida
$288K -$14K -143 -5%
LFA
937
Level Financial Advisors
New York
$288K – – –
VFIC
938
Valley Forge Investment Consultants
Pennsylvania
$286K -$27.4K -280 -9%
DWM
939
Drive Wealth Management
Utah
$286K -$3.53K -36 -1%
LOPW
940
Live Oak Private Wealth
North Carolina
$285K – – –
PA
941
PFW Advisors
Georgia
$284K – – –
TPCW
942
TD Private Client Wealth
New York
$283K -$64.3K -656 -20%
TW
943
Traveka Wealth
California
$283K +$263K +2,687 New
AT
944
American Trust
Kentucky
$283K -$554K -5,653 -68%
OBWG
945
Onyx Bridge Wealth Group
New York
$280K +$392 +4 +0.2%
LJAC
946
L.J. Altfest & Co
New York
$279K +$4.02K +41 +2%
BA
947
Bridge Advisory
California
$278K -$80.7K -823 -24%
FTDI
948
First Trust Direct Indexing
Massachusetts
$277K +$258K +2,636 New
MCWS
949
McKinley Carter Wealth Services
West Virginia
$277K – – –
BFM
950
Boston Financial Management
Massachusetts
$277K – – –
36 37
38
39 40