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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
1026
Leonard Rickey Investment Advisors
Washington
$423K -$15.8K -127 -4%
WBC
1027
West Branch Capital
Massachusetts
$423K -$5.24K -42 -1%
AW
1028
Avion Wealth
Texas
$419K – – –
CCA
1029
Childress Capital Advisors
Texas
$419K +$12.5K +100 +3%
WCP
1030
Wealthcare Capital Partners
Pennsylvania
$416K +$72.5K +581 +23%
RCM
1031
Radnor Capital Management
Pennsylvania
$416K – – –
SP
1032
Successful Portfolios
Florida
$416K +$384K +3,080 New
WMS
1033
Wealth Management Strategies
Pennsylvania
$415K +$1.12K +9 +0.3%
SL
1034
Sentinus LLC
Illinois
$414K -$26.8K -215 -7%
LOPW
1035
Live Oak Private Wealth
North Carolina
$413K – – –
CCWM
1036
Cassaday & Co Wealth Management
Virginia
$411K +$125K +1,001 +49%
PWP
1037
Pursue Wealth Partners
California
$411K – – –
CWMA
1038
Capstone Wealth Management (Alabama)
Alabama
$410K -$511K -4,099 -57%
FFM
1039
Forum Financial Management
Illinois
$410K -$1.12K -9 -0.3%
SVWAG
1040
Sound View Wealth Advisors Group
Georgia
$410K +$2.25K +18 +0.6%
VFG
1041
Victory Financial Group
Texas
$409K -$8.86K -71 -2%
LRPA
1042
L. Roy Papp & Associates
Arizona
$405K +$21.8K +175 +6%
DWA
1043
Douglass Winthrop Advisors
New York
$404K +$48.7K +390 +15%
KCM
1044
Kanawha Capital Management
Virginia
$404K – – –
FF
1045
Farnam Financial
Arizona
$404K -$72.1K -578 -16%
ANTB
1046
AMG National Trust Bank
Colorado
$404K – – –
HTC
1047
Haverford Trust Company
Pennsylvania
$403K +$43.1K +345 +13%
AO
1048
Advisor OS
Illinois
$403K -$9.61K -77 -3%
DWM
1049
Denver Wealth Management
Colorado
$403K +$1.12K +9 +0.3%
ECM
1050
Evergreen Capital Management
Washington
$402K – – –
40 41
42
43 44