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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1026
Pinnacle Associates
New York
$251K
IAA
1027
Independent Advisor Alliance
North Carolina
$251K
CT
1028
Colonial Trust
South Carolina
$249K
MFG
1029
Magnus Financial Group
New York
$249K +$574 +5 +0.2%
SW
1030
SkyOak Wealth
Michigan
$248K -$3.21K -28 -1%
LWM
1031
Liberty Wealth Management
California
$245K +$237K +2,062 New
QCM
1032
QRG Capital Management
Illinois
$245K -$4.71K -41 -2%
VP
1033
Verum Partners
North Carolina
$244K
CTA
1034
Colonial Trust Advisors
South Carolina
$244K -$115 -1 -0%
SBIA
1035
Sheaff Brock Investment Advisors
Indiana
$243K +$574 +5 +0.2%
Vanguard Personalized Indexing Management
1036
Vanguard Personalized Indexing Management
California
$242K -$115 -1 -0%
RWM
1037
RKL Wealth Management
Pennsylvania
$241K
HG
1038
Harbor Group
New Hampshire
$241K +$14.6K +127 +7%
PCM
1039
Parsons Capital Management
Rhode Island
$239K
CAM
1040
Cozad Asset Management
Illinois
$238K +$19.4K +169 +9%
CCWM
1041
Cassaday & Co Wealth Management
Virginia
$238K +$230K +2,001 New
CIC
1042
Carnegie Investment Counsel
Ohio
$235K -$59.7K -520 -21%
BTWM
1043
Baker Tilly Wealth Management
Wisconsin
$234K -$574 -5 -0.3%
CA
1044
Crumly & Associates
Illinois
$233K
BFG
1045
Bleakley Financial Group
New Jersey
$233K -$2.44M -21,251 -92%
SW
1046
Simplicity Wealth
New Jersey
$233K -$2.44M -21,251 -92%
GKWIM
1047
Gerber Kawasaki Wealth & Investment Management
California
$233K +$574 +5 +0.3%
FFG
1048
Frisch Financial Group
New York
$231K -$18.5K -161 -8%
CST
1049
Charles Schwab Trust
Nevada
$231K
CWM
1050
Cornerstone Wealth Management
Missouri
$230K +$7.34K +64 +3%