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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
1001
Osborne Partners Capital Management
California
$268K – – –
MIAS
1002
Mason Investment Advisory Services
Virginia
$268K +$230 +2 +0.1%
AWP
1003
Avid Wealth Partners
Texas
$266K +$257K +2,242 New
GWS
1004
Glassman Wealth Services
Virginia
$265K – – –
WAM
1005
Weinberger Asset Management
California
$264K +$255K +2,226 New
4WM
1006
4J Wealth Management
Virginia
$264K – – –
BA
1007
Bellwether Advisors
Nebraska
$264K +$21.3K +186 +9%
BHBT
1008
Burke & Herbert Bank & Trust
Virginia
$264K +$255K +2,220 New
RG
1009
Rathbones Group
United Kingdom
$263K – – –
UFA
1010
US Financial Advisors
Massachusetts
$261K -$17.2K -150 -6%
SI
1011
Stonekeep Investments
New Mexico
$260K +$252K +2,192 New
SFA
1012
Semmax Financial Advisors
North Carolina
$260K – – –
PSA
1013
Plum Street Advisors
Louisiana
$259K +$9.3K +81 +4%
TL
1014
Tradewinds LLC
North Carolina
$259K +$251K +2,183 New
LJAC
1015
L.J. Altfest & Co
New York
$258K -$1.72K -15 -0.7%
FFA
1016
Founders Financial Alliance
North Carolina
$258K -$12.1K -105 -5%
MCM
1017
Mattern Capital Management
Colorado
$258K – – –
TW
1018
Traveka Wealth
California
$256K -$91.5K -797 -27%
CBA
1019
Coastal Bridge Advisors
Connecticut
$256K – – –
W
1020
WorthPointe
California
$256K +$13.7K +119 +6%
GC
1021
Grimes & Company
Massachusetts
$254K +$574 +5 +0.2%
TYCC
1022
Texas Yale Capital Corp
Florida
$254K – – –
HGWM
1023
Horst & Graben Wealth Management
Oregon
$253K +$244K +2,130 New
SC
1024
Sapient Capital
Indiana
$253K +$244K +2,129 New
ZIM
1025
Zacks Investment Management
Illinois
$253K -$1.25M -10,881 -84%
39 40
41
42 43