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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1026
Verum Partners
North Carolina
$205K +$191K +1,952 New
PAIM
1027
Punch & Associates Investment Management
Minnesota
$205K – – –
CST
1028
Charles Schwab Trust
Nevada
$204K +$190K +1,943 New
FAM
1029
Flaharty Asset Management
Florida
$203K – – –
PWM
1030
Praetorian Wealth Management
California
$202K +$188K +1,920 New
KFI
1031
Key Financial Inc
Pennsylvania
$200K – – –
LA
1032
LM Advisors
California
$199K +$185K +1,888 New
GI
1033
Gradient Investments
Minnesota
$174K +$1.18K +12 +0.7%
PO
1034
Private Ocean
California
$173K +$86K +878 +115%
SRCM
1035
Signature Resources Capital Management
California
$166K +$155K +1,578 New
SN
1036
Sittner & Nelson
Oregon
$165K – – –
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$162K +$55.2K +563 +49%
KWAG
1038
Kiely Wealth Advisory Group
North Carolina
$161K +$147K +1,495 New
GFPC
1039
Global Financial Private Client
Florida
$157K – – –
FWM
1040
FSA Wealth Management
Massachusetts
$156K +$146K +1,486 New
JGIA
1041
Jackson Grant Investment Advisers
Connecticut
$156K +$294 +3 +0.2%
ZB
1042
Zions Bancorporation
Utah
$149K +$138K +1,412 New
ATC
1043
Adirondack Trust Company
New York
$147K – – –
IBOK
1044
Independence Bank of Kentucky
Kentucky
$147K – – –
RLIM
1045
Red Lighthouse Investment Management
New York
$146K – – –
NP
1046
NorthRock Partners
Minnesota
$136K +$127K +1,296 New
RIM
1047
Rockbridge Investment Management
New York
$135K +$125K +1,279 New
NRG
1048
Nemes Rush Group
Michigan
$134K +$25.2K +257 +25%
PCM
1049
Perritt Capital Management
Illinois
$126K +$490 +5 +0.4%
FPFS
1050
First Personal Financial Services
North Carolina
$125K – – –
40 41
42
43 44