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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
Sterling Wealth Management
Illinois
$350K +$121 +1 +0%
SRWM
952
Shira Ridge Wealth Management
California
$350K – – –
1WA
953
180 Wealth Advisors
Washington
$347K -$13.9K -115 -4%
ITIM
954
Indiana Trust & Investment Management
Indiana
$346K +$320K +2,641 +2,257%
AFG
955
Albion Financial Group
Utah
$346K -$461K -3,808 -58%
ANBT
956
American National Bank & Trust
Texas
$344K -$75.1K -620 -18%
LFA
957
Level Financial Advisors
New York
$343K – – –
DWG
958
Darden Wealth Group
Michigan
$342K +$3.63K +30 +1%
CFS
959
CRA Financial Services
New Jersey
$341K -$31.5K -260 -9%
TL
960
Tradewinds LLC
North Carolina
$340K +$63.3K +523 +24%
GIP
961
Greatmark Investment Partners
Georgia
$338K +$1.21K +10 +0.4%
GPA
962
Garrison Point Advisors
California
$338K – – –
FTDI
963
First Trust Direct Indexing
Massachusetts
$338K +$2.18K +18 +0.7%
UF
964
Univest Financial
Pennsylvania
$337K – – –
Haverford Trust Company
965
Haverford Trust Company
Pennsylvania
$334K – – –
HP
966
HT Partners
Connecticut
$332K -$20.8K -172 -6%
AWM
967
Atticus Wealth Management
Florida
$332K +$29.8K +246 +10%
BPFA
968
Barnes Pettey Financial Advisors
Mississippi
$332K – – –
AO
969
Advisor OS
Illinois
$331K +$242 +2 +0.1%
Kayne Anderson Rudnick Investment Management
970
Kayne Anderson Rudnick Investment Management
California
$331K +$242 +2 +0.1%
OBWG
971
Onyx Bridge Wealth Group
New York
$331K +$8.47K +70 +3%
RWA
972
Roberts Wealth Advisors
California
$329K – – –
IAIM
973
International Assets Investment Management
Florida
$329K +$121 +1 +0%
Douglass Winthrop Advisors
974
Douglass Winthrop Advisors
New York
$327K – – –
IIM
975
InTrack Investment Management
Vermont
$327K – – –