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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1076
Atria Investments
North Carolina
$455K +$45.5K +306 +11%
DT
1077
Diversified Trust
Tennessee
$455K – – –
TFP
1078
Townsend Financial Planning
Kentucky
$453K +$743 +5 +0.2%
BAG
1079
Bauman Advisory Group
Nevada
$452K -$8.63K -58 -2%
FFM
1080
Forum Financial Management
Illinois
$449K +$30.5K +205 +7%
OAP
1081
One Advisory Partners
Kansas
$449K +$166K +1,115 +55%
PA
1082
Powerhouse Assets
Massachusetts
$442K – – –
AW
1083
Avion Wealth
Texas
$442K – – –
HT
1084
Headlands Technologies
Illinois
$442K +$461K +3,102 New
CCA
1085
Childress Capital Advisors
Texas
$442K – – –
VFG
1086
Victory Financial Group
Texas
$436K +$7.58K +51 +2%
SW
1087
Simplicity Wealth
New Jersey
$435K +$234K +1,575 +106%
WFA
1088
Wellspring Financial Advisors
Ohio
$435K +$892 +6 +0.2%
PWP
1089
Pursue Wealth Partners
California
$434K – – –
WSWA
1090
Warren Street Wealth Advisors
California
$433K – – –
MWM
1091
Marietta Wealth Management
Georgia
$431K -$84.5K -568 -16%
ECM
1092
Evergreen Capital Management
Washington
$430K +$5.65K +38 +1%
RCM
1093
Radnor Capital Management
Pennsylvania
$429K – – –
WJWM
1094
Williams Jones Wealth Management
New York
$424K -$92.9K -625 -17%
EL
1095
EWA LLC
Pennsylvania
$423K +$60.8K +409 +16%
HTC
1096
Haverford Trust Company
Pennsylvania
$422K – – –
LOPW
1097
Live Oak Private Wealth
North Carolina
$421K +$892 +6 +0.2%
SWM
1098
Silverlake Wealth Management
Vermont
$421K +$50.3K +338 +13%
RCS
1099
Retirement Capital Strategies
California
$421K – – –
PW
1100
PUREfi Wealth
Massachusetts
$420K +$439K +2,951 New
42 43
44
45 46