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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1201
Barrett & Company
Rhode Island
$333K -$22.9K -154 -6%
OAM
1202
Occidental Asset Management
California
$331K +$27.5K +185 +9%
CA
1203
Continuum Advisory
Idaho
$330K -$13.2K -89 -4%
T
1204
Tidemark
California
$328K – – –
CWM
1205
Cranbrook Wealth Management
Michigan
$327K +$10.4K +70 +3%
CA
1206
CV Advisors
Florida
$326K +$743 +5 +0.2%
EAM
1207
Everstar Asset Management
North Carolina
$326K +$9.81K +66 +3%
CCM
1208
Crew Capital Management
Ohio
$324K – – –
MCM
1209
Mengis Capital Management
Oregon
$324K -$96.4K -648 -22%
TWM
1210
Tortuga Wealth Management
California
$323K +$85.1K +572 +34%
DFP
1211
Donalies Financial Planning
District of Columbia
$322K +$336K +2,262 New
OPCM
1212
Osborne Partners Capital Management
California
$322K – – –
WP
1213
WealthSpring Partners
California
$321K +$297 +2 +0.1%
SFP
1214
SwitchPoint Financial Planning
Utah
$320K – – –
FFA
1215
Founders Financial Alliance
North Carolina
$320K +$75.1K +505 +29%
HBT
1216
Heartland Bank & Trust
Illinois
$320K +$334K +2,247 New
PG
1217
Proffitt & Goodson
Tennessee
$319K – – –
PCS
1218
Personal CFO Solutions
New Jersey
$319K +$332K +2,236 New
AWP
1219
Axis Wealth Partners
Rhode Island
$318K +$149 +1 +0%
MWA
1220
Monograph Wealth Advisors
California
$318K – – –
CWM
1221
Curtis Wealth Management
Nevada
$318K +$13.4K +90 +4%
BWFA
1222
Baltimore-Washington Financial Advisors
Maryland
$317K +$117K +787 +55%
BHBT
1223
Burke & Herbert Bank & Trust
Virginia
$316K – – –
LJAC
1224
L.J. Altfest & Co
New York
$316K +$743 +5 +0.2%
HL
1225
HeadInvest LLC
Maine
$315K +$1.93K +13 +0.6%
47 48
49
50 51