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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
COFSG
1051
Carbahal Olsen Financial Services Group
California
$398K +$145K +1,159 +65%
SSWM
1052
Smith Salley Wealth Management
North Carolina
$396K – – –
MCM
1053
Mengis Capital Management
Oregon
$395K -$34.9K -280 -9%
HFA
1054
High Falls Advisors
New York
$393K +$147K +1,178 +68%
CFG
1055
Carter Financial Group
Illinois
$392K +$362K +2,902 New
DT
1056
Diversified Trust
Tennessee
$389K +$14K +112 +4%
TCOT
1057
Trust Company of Toledo
Ohio
$389K +$19.2K +154 +6%
ZIM
1058
Zacks Investment Management
Illinois
$389K +$7.61K +61 +2%
FCFC
1059
First Commonwealth Financial Corp
Pennsylvania
$389K – – –
SC
1060
Seldon Capital
California
$388K – – –
DWG
1061
Darden Wealth Group
Michigan
$386K – – –
FOA
1062
Five Oceans Advisors
California
$385K -$140K -1,121 -28%
CIC
1063
Carnegie Investment Counsel
Ohio
$385K +$106K +850 +42%
PA
1064
Planning Alternatives
Michigan
$384K +$6.11K +49 +2%
KSWA
1065
Kathleen S. Wright Associates
Pennsylvania
$384K – – –
EP
1066
Edgestream Partners
New Jersey
$382K +$353K +2,832 New
S
1067
Sunpointe
Missouri
$382K +$1.12K +9 +0.3%
CWM
1068
Centurion Wealth Management
Virginia
$382K +$11.6K +93 +3%
GWWM
1069
Great Waters Wealth Management
Minnesota
$380K -$10.7K -86 -3%
GIM
1070
Goelzer Investment Management
Indiana
$379K – – –
AW
1071
Alaethes Wealth
Nevada
$379K – – –
SRWM
1072
Shira Ridge Wealth Management
California
$376K – – –
SA
1073
Sincerus Advisory
New York
$375K +$250 +2 +0.1%
AP
1074
Appleton Partners
Massachusetts
$374K -$15K -120 -4%
RFC
1075
Regions Financial Corp
Alabama
$373K -$94.3K -756 -21%
41 42
43
44 45