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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$67.1M -$1.85M -13,227 -3%
AHSW
77
Adventist Health System West
California
$67.1M +$64.6M +460,365 New
JA
78
JVL Associates
Michigan
$66.3M +$1.77M +12,600 +3%
OBWP
79
O'Brien Wealth Partners
Massachusetts
$65.7M -$695K -4,956 -1%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$64.8M +$196K +1,399 +0.3%
VFPW
81
Vantage Financial Partners (Wisconsin)
Wisconsin
$63.2M +$378K +2,694 +0.6%
CCMG
82
Clark Capital Management Group
Pennsylvania
$62.4M -$7.76M -55,345 -11%
CAM
83
Cresset Asset Management
Illinois
$60.6M +$2.25M +16,054 +4%
EPM
84
Elm Partners Management
Pennsylvania
$59.8M +$3.98M +28,357 +7%
RCG
85
Regatta Capital Group
California
$54.9M +$413K +2,943 +0.8%
SWIM
86
Smallwood Wealth Investment Management
New Jersey
$54.5M +$1.79M +12,739 +4%
FF
87
Friday Financial
Iowa
$54.4M +$6.64M +47,336 +15%
BMWS
88
Brady Martz Wealth Solutions
North Dakota
$54.1M +$2.92M +20,788 +6%
AF
89
Aviso Financial
Ontario, Canada
$52.7M +$2.16M +15,426 +4%
GWM
90
Geneos Wealth Management
Colorado
$52M -$970K -6,916 -2%
KAS
91
Kestra Advisory Services
Texas
$51.6M -$1.47M -10,482 -3%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$51.3M -$2.76M -19,646 -5%
SPIA
93
Strategic Point Investment Advisors
Rhode Island
$51M +$737K +5,252 +2%
Corient Private Wealth
94
Corient Private Wealth
Florida
$50.9M +$11.9M +85,186 +32%
MWM
95
Mission Wealth Management
California
$50.9M -$1.64M -11,724 -3%
CAL
96
Capital Analysts LLC
Pennsylvania
$49.7M +$632K +4,506 +1%
Kovitz Investment Group Partners
97
Kovitz Investment Group Partners
Illinois
$49.6M +$417K +2,972 +0.9%
PFA
98
Pure Financial Advisors
California
$48.2M -$251K -1,793 -0.5%
EIA
99
Eldridge Investment Advisors
New Hampshire
$48.1M -$268K -1,910 -0.6%
TI
100
Truepoint Inc
Ohio
$47.7M -$313K -2,234 -0.7%