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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1076
HeadInvest LLC
Maine
$240K +$1.7K +14 +0.7%
GWP
1077
Gateway Wealth Partners
Wisconsin
$240K +$231K +1,907 New
KFI
1078
Key Financial Inc
Pennsylvania
$239K – – –
UFA
1079
US Financial Advisors
Massachusetts
$239K -$36.3K -300 -14%
ACG
1080
Allen Capital Group
Nebraska
$239K – – –
BTWM
1081
Baker Tilly Wealth Management
Wisconsin
$238K -$9.08K -75 -4%
SSWM
1082
Smith Salley Wealth Management
North Carolina
$238K – – –
LA
1083
LM Advisors
California
$237K – – –
RIA
1084
Richwood Investment Advisors
Ohio
$237K – – –
HGWM
1085
Horst & Graben Wealth Management
Oregon
$236K -$30.1K -249 -12%
LW
1086
Linscomb Wealth
Texas
$236K +$605 +5 +0.3%
BA
1087
Bellwether Advisors
Nebraska
$235K -$42K -347 -16%
RZH
1088
Relyea Zuckerberg Hanson
Connecticut
$232K +$242 +2 +0.1%
CFS
1089
Commonwealth Financial Services
West Virginia
$232K – – –
KWM
1090
Keebeck Wealth Management
Illinois
$231K +$223K +1,841 New
SM
1091
Sensible Money
Arizona
$231K – – –
BWM
1092
Birchcreek Wealth Management
Ohio
$230K +$2.3K +19 +1%
ACM
1093
Ayrshire Capital Management
Connecticut
$230K +$847 +7 +0.4%
BEI
1094
Benjamin Edwards Inc
Missouri
$230K +$221K +1,828 New
FWA
1095
FSM Wealth Advisors
Ohio
$229K – – –
IC
1096
Inscription Capital
Texas
$229K +$221K +1,822 New
DWM
1097
Defined Wealth Management
Oregon
$228K – – –
LWM
1098
Liberty Wealth Management
California
$228K -$30.3K -250 -12%
TCM
1099
Tandem Capital Management
New Jersey
$228K +$219K +1,812 New
KDA
1100
Kraft Davis & Associates
Missouri
$227K +$15K +124 +7%
42 43
44
45 46