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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1401
MPWM Advisory Solutions
Georgia
$74.3K – – –
CIAS
1402
CBIZ Investment Advisory Services
Ohio
$72.8K – – –
NFSG
1403
Newbridge Financial Services Group
Florida
$72.8K +$1.68K +12 +2%
CFO
1404
Colony Family Offices
North Carolina
$72.7K – – –
LFASL
1405
Lugano Financial Advisors SA (LFA)
Switzerland
$72.4K – – –
RFA
1406
Reyes Financial Architecture
California
$72.1K – – –
LAMC
1407
Longview Asset Management (California)
California
$69.9K +$67.3K +480 New
KFA
1408
Kelleher Financial Advisors
New York
$69.2K +$66.6K +475 New
SWP
1409
SIMA Wealth Partners
Virginia
$68.9K – – –
OCM
1410
Orion Capital Management
California
$68.6K – – –
AF
1411
Alerus Financial
North Dakota
$68.3K +$65.8K +469 New
AA
1412
Addison Advisors
Vermont
$67.4K – – –
WAG
1413
Windsor Advisory Group
Ohio
$66.9K +$64.4K +459 New
CWM
1414
Copia Wealth Management
Oregon
$65.5K – – –
RWS
1415
Retirement Wealth Solutions
Wisconsin
$65.5K – – –
FG
1416
Fairman Group
Pennsylvania
$65.1K +$280 +2 +0.4%
RCM
1417
Richardson Capital Management
Wisconsin
$64.8K +$62.4K +445 New
MSWM
1418
Mowery & Schoenfeld Wealth Management
Illinois
$64.4K -$5.61K -40 -8%
BIM
1419
Breakwater Investment Management
Washington
$64.4K – – –
OPTFSNA
1420
Old Point Trust & Financial Services N A
Virginia
$63.2K +$25.8K +184 +74%
AFWM
1421
Abich Financial Wealth Management
Virginia
$62.3K +$60K +428 New
HC
1422
Hurley Capital
New York
$61.8K – – –
EPW
1423
Evergreen Private Wealth
Colorado
$61.2K – – –
WAS
1424
Winch Advisory Services
Wisconsin
$60.4K +$280 +2 +0.5%
FCG
1425
Financial Connections Group
California
$57K – – –
55 56
57
58 59