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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1001
Avion Wealth
Texas
$302K – – –
CGFA
1002
Colton Groome Financial Advisors
North Carolina
$302K – – –
CRWM
1003
Castle Rock Wealth Management
California
$302K +$1.09K +9 +0.4%
SAM
1004
Smithbridge Asset Management
Pennsylvania
$301K – – –
WFAG
1005
Worth Financial Advisory Group
North Carolina
$301K – – –
B
1006
Bailard
California
$300K – – –
JFG
1007
JMG Financial Group
Illinois
$298K – – –
W
1008
WorthPointe
California
$297K +$25.9K +214 +10%
GC
1009
Garde Capital
Washington
$297K – – –
TCOT
1010
Trust Company of Toledo
Ohio
$295K – – –
MSS
1011
Mitchell Sinkler & Starr
Pennsylvania
$295K – – –
PWP
1012
Principle Wealth Partners
Connecticut
$293K – – –
NC
1013
NovaPoint Capital
Georgia
$292K – – –
OAM
1014
Occidental Asset Management
California
$291K +$847 +7 +0.3%
LA
1015
Latitude Advisors
Florida
$290K +$2.91K +24 +1%
PWP
1016
Pursue Wealth Partners
California
$289K – – –
T
1017
Tidemark
California
$289K – – –
SFA
1018
Semmax Financial Advisors
North Carolina
$288K – – –
MCWS
1019
McKinley Carter Wealth Services
West Virginia
$288K – – –
NA
1020
Nottingham Advisors
New York
$288K -$9.2K -76 -3%
CCM
1021
Crew Capital Management
Ohio
$286K -$2.42K -20 -0.9%
EP
1022
Edgestream Partners
New Jersey
$286K -$97.9K -809 -26%
EFA
1023
Evernest Financial Advisors
Indiana
$285K -$88.7K -733 -24%
OPCM
1024
Osborne Partners Capital Management
California
$284K – – –
RWM
1025
RKL Wealth Management
Pennsylvania
$283K +$26.6K +220 +11%
39 40
41
42 43