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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
1401
Waterfront Wealth
Kansas
$251K – – –
DWM
1402
Destination Wealth Management
California
$251K -$15.9K -100 -6%
4WM
1403
4J Wealth Management
Virginia
$251K -$22.1K -139 -8%
NF
1404
Napier Financial
Massachusetts
$251K – – –
HIS
1405
Horizon Investment Services
Indiana
$249K +$1.59K +10 +0.7%
BWM
1406
Braeburn Wealth Management
Michigan
$248K -$4.29K -27 -2%
WFAG
1407
Worth Financial Advisory Group
North Carolina
$248K +$240K +1,509 New
LWA
1408
Lantern Wealth Advisors
New York
$247K +$239K +1,505 New
AIM
1409
Anchor Investment Management
South Carolina
$247K -$13.5K -85 -5%
DI
1410
Disciplined Investments
Oklahoma
$247K – – –
DWA
1411
Davis Wealth Advisors
New Hampshire
$246K -$92.9K -585 -28%
LC
1412
LCNB Corp
Ohio
$246K – – –
WG
1413
WMS Group
Louisiana
$246K – – –
BT
1414
Banque Transatlantique
France
$245K +$236K +1,489 New
FFA
1415
Founders Financial Alliance
North Carolina
$244K -$121K -764 -34%
FDDB
1416
Fidelity D&D Bancorp
Pennsylvania
$243K – – –
Vanguard Personalized Indexing Management
1417
Vanguard Personalized Indexing Management
California
$243K -$2.06K -13 -0.9%
GW
1418
Griffith & Werner
Georgia
$243K – – –
JESC
1419
J.E. Simmons & Co
Texas
$243K -$1.43K -9 -0.6%
ASG
1420
Advisory Solutions Group
Minnesota
$243K +$235K +1,478 New
KWM
1421
Keebeck Wealth Management
Illinois
$243K – – –
WCL
1422
Wealth Care LLC
Florida
$242K – – –
AAS
1423
Annex Advisory Services
Wisconsin
$242K +$234K +1,476 New
CWA
1424
Clarity Wealth Advisors
California
$242K -$9.52K -60 -4%
FA
1425
Fagan Associates
New York
$240K – – –