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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
McNaughton Wealth Management
California
$478K +$9.45K +73 +2%
WHCI
927
W.H. Cornerstone Investments
Massachusetts
$478K +$1.68K +13 +0.4%
TFA
928
Trinity Financial Advisors
Ohio
$478K +$1.68K +13 +0.4%
WCM
929
WealthBridge Capital Management
Ohio
$477K +$906 +7 +0.2%
OIA
930
Optimum Investment Advisors
Illinois
$476K +$4.27K +33 +0.9%
CANC
931
Culbertson A N & Co
Virginia
$475K – – –
CFP
932
Comprehensive Financial Planning
Pennsylvania
$475K +$478K +3,691 New
CIAS
933
Capital Investment Advisory Services
North Carolina
$473K -$10.4K -80 -2%
AGC
934
Aspen Grove Capital
Colorado
$472K – – –
MW
935
Marcum Wealth
Ohio
$471K – – –
LRIA
936
Leonard Rickey Investment Advisors
Washington
$467K +$13.3K +103 +3%
FGC
937
Financial Gravity Companies
Texas
$462K +$465K +3,591 New
OFP
938
OLIO Financial Planning
Virginia
$461K +$465K +3,588 New
CWM
939
Cadence Wealth Management
Massachusetts
$461K +$100K +774 +28%
TW
940
TritonPoint Wealth
Maryland
$459K -$3.24K -25 -0.7%
WFA
941
Wellspring Financial Advisors
Ohio
$458K +$1.55K +12 +0.3%
AWP
942
Axis Wealth Partners
Rhode Island
$458K +$461K +3,560 New
EAM
943
Evanson Asset Management
California
$457K – – –
JWCA
944
J.W. Coons Advisors
Ohio
$455K +$647 +5 +0.1%
VCP
945
Vista Capital Partners
Oregon
$454K +$64.7K +500 +17%
SC
946
Sapient Capital
Indiana
$453K +$73.7K +569 +19%
KF
947
KKM Financial
Illinois
$451K – – –
PCA
948
Private Capital Advisors
Connecticut
$451K – – –
BBHC
949
Brown Brothers Harriman & Co
New York
$451K – – –
YP
950
YANKCOM Partnership
South Dakota
$450K +$453K +3,500 New
36 37
38
39 40