We are live on ! Find out more
ITOT icon

iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Simplicity Solutions
Minnesota
$330K +$323K +7,038 New
Creative Planning
77
Creative Planning
Kansas
$312K +$81.1K +1,770 +36%
CWM
78
Concert Wealth Management
California
$307K -$364K -7,952 -55%
TIM
79
Tortoise Investment Management
New York
$283K +$232K +5,070 +529%
CAN
80
Cetera Advisor Networks
California
$279K +$21.2K +462 +8%
TCM
81
TD Capital Management
Tennessee
$272K +$115K +2,514 +77%
JP Morgan Chase
82
JP Morgan Chase
New York
$271K +$265K +5,786 New
OWD
83
Osborn Williams & Donohoe
Ohio
$258K +$252K +5,500 New
Betterment LLC
84
Betterment LLC
New York
$255K +$249K +5,440 New
RWM
85
Raffa Wealth Management
District of Columbia
$235K – – –
TFF
86
The Family Firm
Maryland
$221K +$216K +4,704 New
HPBT
87
High Point Bank & Trust
North Carolina
$216K – – –
B
88
Baird
Wisconsin
$205K +$201K +4,376 New
NES
89
New England Securities
New York
$200K +$59.9K +1,308 +44%
SIA
90
Stancorp Investment Advisers
Oregon
$190K +$186K +4,050 New
SF
91
Synovus Financial
Georgia
$188K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$168K – – –
RIA
93
Regal Investment Advisors
Michigan
$112K +$6.42K +140 +6%
WA
94
WFG Advisors
Texas
$110K +$642 +14 +0.6%
GAM
95
Gemmer Asset Management
California
$63K -$9.35K -204 -13%
US Bancorp
96
US Bancorp
Minnesota
$60K – – –
PG
97
Patten Group
Tennessee
$58K +$56.4K +1,230 New
WA
98
WealthTrust-Arizona
Arizona
$45K – – –
WTB
99
Washington Trust Bank
Washington
$43K +$42.3K +922 New
SSB
100
Sandy Spring Bank
Maryland
$28K – – –