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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1226
Crew Capital Management
Ohio
$374K – – –
WJWM
1227
Williams Jones Wealth Management
New York
$374K -$111K -700 -24%
CWI
1228
Conscious Wealth Investments
Florida
$374K +$361K +2,277 New
DFP
1229
Donalies Financial Planning
District of Columbia
$373K +$1.43K +9 +0.4%
WP
1230
WealthSpring Partners
California
$371K +$476 +3 +0.1%
OPCM
1231
Osborne Partners Capital Management
California
$371K – – –
SFP
1232
SwitchPoint Financial Planning
Utah
$370K – – –
HBT
1233
Heartland Bank & Trust
Illinois
$369K – – –
HP
1234
HT Partners
Connecticut
$369K -$32.4K -204 -8%
WQ
1235
Wealth Quarterback
New Jersey
$368K +$77.8K +490 +28%
ONST
1236
Old North State Trust
North Carolina
$367K +$112K +703 +46%
MWA
1237
Monograph Wealth Advisors
California
$367K – – –
TC
1238
Trilogy Capital
California
$367K +$114K +719 +48%
PFGIA
1239
Patriot Financial Group Insurance Agency
Massachusetts
$367K -$515K -3,242 -59%
CCA
1240
Conservest Capital Advisors
Pennsylvania
$366K +$354K +2,229 New
LJAC
1241
L.J. Altfest & Co
New York
$366K +$952 +6 +0.3%
EAM
1242
Everstar Asset Management
North Carolina
$365K -$10.5K -66 -3%
CAMG
1243
CWA Asset Management Group
Florida
$364K -$39.7K -250 -10%
HL
1244
HeadInvest LLC
Maine
$363K – – –
HCP
1245
Hardin Capital Partners
South Carolina
$363K -$35.7K -225 -9%
GSC
1246
G&S Capital
Colorado
$363K – – –
PG
1247
Proffitt & Goodson
Tennessee
$362K -$5.08K -32 -1%
GSF
1248
Grove Street Fiduciary
New Hampshire
$362K – – –
T
1249
TrustBank
Illinois
$362K – – –
FF
1250
Francis Financial
$361K – – –
48 49
50
51 52