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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1301
Colonial Trust Advisors
South Carolina
$260K – – –
DWM
1302
Defined Wealth Management
Oregon
$259K – – –
IP
1303
Ignite Planners
California
$258K -$6.99K -47 -3%
LWCFA
1304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K +$204K +1,373 +386%
MAG
1305
Mayfair Advisory Group
Alabama
$256K – – –
RG
1306
Rathbones Group
United Kingdom
$256K – – –
PD
1307
Planning Directions
Pennsylvania
$256K -$15.3K -103 -5%
CWG
1308
Cornerstone Wealth Group
North Carolina
$254K -$2.5M -16,835 -91%
JGIA
1309
Jackson Grant Investment Advisers
Connecticut
$253K +$297 +2 +0.1%
MCM
1310
McDonough Capital Management
Florida
$253K – – –
CB
1311
Centennial Bank
Arkansas
$253K – – –
EI
1312
EFG International
$251K +$262K +1,765 New
SFWA
1313
Summit Financial Wealth Advisors
Louisiana
$251K – – –
SFS
1314
Sowell Financial Services
Arkansas
$250K -$44.8K -301 -15%
PFG
1315
Pinnacle Financial Group
Illinois
$250K +$297 +2 +0.1%
OWA
1316
Opal Wealth Advisors
New York
$250K +$261K +1,754 New
ACM
1317
Allred Capital Management
Texas
$250K – – –
WQ
1318
Wealth Quarterback
New Jersey
$250K +$261K +1,752 New
WMP
1319
Wealth Management Partners
Arizona
$250K – – –
B
1320
Bailard
California
$249K – – –
CWWM
1321
Clear Wave Wealth Management
New Jersey
$248K +$259K +1,741 New
NRW
1322
Nova R Wealth
Kansas
$248K -$1.19K -8 -0.5%
SIS
1323
Sound Income Strategies
Florida
$248K +$7.14K +48 +3%
WFP
1324
Wrenne Financial Planning
Kentucky
$248K -$6.99K -47 -3%
ML
1325
McAdam LLC
Pennsylvania
$247K +$258K +1,735 New
51 52
53
54 55