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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
976
Leading Edge Financial Planning
Tennessee
$578K +$604K +4,060 New
GSWM
977
Golden State Wealth Management
California
$578K -$115K -776 -16%
LWANC
978
Laurel Wealth Advisors (North Carolina)
North Carolina
$577K – – –
APFP
979
Action Point Financial Planning
Michigan
$576K +$602K +4,046 New
GJWM
980
Gilliland Jeter Wealth Management
Arkansas
$576K +$601K +4,044 New
SFGP
981
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$575K – – –
CP
982
Cornerstone Planning
North Carolina
$571K -$28.3K -190 -5%
FA
983
Faithward Advisors
Pennsylvania
$570K +$7.43K +50 +1%
CFM
984
Cornerstone Financial Management
Massachusetts
$570K – – –
SFS
985
Strategic Financial Services
New York
$568K +$593K +3,988 New
HWP
986
Hibernia Wealth Partners
Louisiana
$566K -$16.7K -112 -3%
PWMG
987
Pioneer Wealth Management Group
Texas
$566K – – –
PNFS
988
PW Nova Financial Services
Pennsylvania
$560K -$141K -947 -19%
LAM
989
Lifestyle Asset Management
Texas
$560K +$585K +3,933 New
EL
990
EQ LLC
Washington
$560K +$21.6K +145 +4%
WHCFA
991
William Howard & Co Financial Advisors
Tennessee
$560K +$2.38K +16 +0.4%
CI
992
CX Institutional
Indiana
$558K -$84K -565 -13%
CPSC
993
Carl P. Sherr & Co
Massachusetts
$557K – – –
HG
994
Harbor Group
New Hampshire
$557K +$21.1K +142 +4%
GC
995
Grimes & Company
Massachusetts
$557K +$44.2K +297 +8%
KV
996
Kickstand Ventures
New York
$555K +$22K +148 +4%
FA
997
Fountainhead AM
New Jersey
$552K +$155K +1,040 +37%
FFG
998
Frisch Financial Group
New York
$552K +$207K +1,393 +56%
SSW
999
Stone Summit Wealth
Florida
$551K – – –
KJWM
1000
Kiley Juergens Wealth Management
Washington
$551K +$575K +3,866 New
38 39
40
41 42