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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
1026
Team Hewins
California
$456K +$77.1K +550 +21%
IC
1027
Inscription Capital
Texas
$455K -$6.03K -43 -1%
EWA
1028
Encompass Wealth Advisors
Oregon
$453K -$6.87K -49 -2%
AW
1029
Avion Wealth
Texas
$452K – – –
CCA
1030
Childress Capital Advisors
Texas
$452K – – –
4WM
1031
49 Wealth Management
Texas
$449K +$88.8K +633 +26%
LRIA
1032
Leonard Rickey Investment Advisors
Washington
$449K -$7.29K -52 -2%
AI
1033
Atria Investments
North Carolina
$448K -$22K -157 -5%
CCWM
1034
Cassaday & Co Wealth Management
Virginia
$445K +$1.26K +9 +0.3%
PWP
1035
Pursue Wealth Partners
California
$444K – – –
WCP
1036
Wealthcare Capital Partners
Pennsylvania
$443K -$5.47K -39 -1%
FFM
1037
Forum Financial Management
Illinois
$442K – – –
WFA
1038
Wellspring Financial Advisors
Ohio
$442K -$46K -328 -10%
RCM
1039
Radnor Capital Management
Pennsylvania
$439K -$9.96K -71 -2%
LRPA
1040
L. Roy Papp & Associates
Arizona
$437K – – –
DWA
1041
Douglass Winthrop Advisors
New York
$436K – – –
FF
1042
Farnam Financial
Arizona
$435K – – –
ANTB
1043
AMG National Trust Bank
Colorado
$435K – – –
HTC
1044
Haverford Trust Company
Pennsylvania
$435K – – –
VFG
1045
Victory Financial Group
Texas
$435K -$6.17K -44 -1%
ECM
1046
Evergreen Capital Management
Washington
$434K – – –
LOPW
1047
Live Oak Private Wealth
North Carolina
$430K -$14.9K -106 -3%
COFSG
1048
Carbahal Olsen Financial Services Group
California
$429K – – –
P
1049
Pitcairn
Pennsylvania
$429K +$413K +2,942 New
MCM
1050
Mengis Capital Management
Oregon
$426K – – –
40 41
42
43 44