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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1026
Trinity Financial Advisors
Ohio
$546K +$1.77K +12 +0.3%
NRWA
1027
North Ridge Wealth Advisors
Oregon
$541K -$39.1K -265 -7%
CIAS
1028
Capital Investment Advisory Services
North Carolina
$539K +$148 +1 +0%
AAS
1029
Ameritas Advisory Services
Nebraska
$537K -$961K -6,514 -64%
GC
1030
Grimes & Company
Massachusetts
$537K -$159K -1,080 -23%
MWM
1031
McNaughton Wealth Management
California
$537K +$1.48K +10 +0.3%
WJWM
1032
Williams Jones Wealth Management
New York
$535K – – –
W
1033
WorthPointe
California
$535K +$21K +142 +4%
MWM
1034
Marietta Wealth Management
Georgia
$534K -$148 -1 -0%
PCMNC
1035
Piedmont Capital Management (North Carolina)
North Carolina
$534K +$530K +3,591 New
LL
1036
LPWM LLC
Minnesota
$533K +$321K +2,175 +154%
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K – – –
CA
1038
CoreCap Advisors
Michigan
$531K -$13.7K -93 -3%
SWM
1039
SHP Wealth Management
Massachusetts
$530K +$526K +3,564 New
BWM
1040
Birchcreek Wealth Management
Ohio
$525K +$190K +1,290 +58%
PA
1041
Pinnacle Associates
New York
$524K +$7.38K +50 +1%
FFL
1042
Financial Freedom LLC
Ohio
$524K +$148 +1 +0%
DT
1043
DV Trading
Illinois
$522K +$518K +3,512 New
KF
1044
KKM Financial
Illinois
$522K – – –
YP
1045
YANKCOM Partnership
South Dakota
$520K – – –
MSFS
1046
Main Street Financial Solutions
Pennsylvania
$519K -$202K -1,368 -28%
PF
1047
Penney Financial
Texas
$518K – – –
WHCI
1048
W.H. Cornerstone Investments
Massachusetts
$516K -$29.8K -202 -5%
CA
1049
Crewe Advisors
Utah
$516K +$19.5K +132 +4%
CFB
1050
Cullen/Frost Bankers
Texas
$516K +$269K +1,820 +110%
40 41
42
43 44