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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1401
Reyes Financial Architecture
California
$72.1K – – –
LAMC
1402
Longview Asset Management (California)
California
$69.9K +$67.3K +480 New
KFA
1403
Kelleher Financial Advisors
New York
$69.2K +$66.6K +475 New
SWP
1404
SIMA Wealth Partners
Virginia
$68.9K – – –
OCM
1405
Orion Capital Management
California
$68.6K – – –
AF
1406
Alerus Financial
North Dakota
$68.3K +$65.8K +469 New
AA
1407
Addison Advisors
Vermont
$67.4K – – –
WAG
1408
Windsor Advisory Group
Ohio
$66.9K +$64.4K +459 New
CWM
1409
Copia Wealth Management
Oregon
$65.5K – – –
RWS
1410
Retirement Wealth Solutions
Wisconsin
$65.5K – – –
FG
1411
Fairman Group
Pennsylvania
$65.1K +$280 +2 +0.4%
RCM
1412
Richardson Capital Management
Wisconsin
$64.8K +$62.4K +445 New
MSWM
1413
Mowery & Schoenfeld Wealth Management
Illinois
$64.4K -$5.61K -40 -8%
BIM
1414
Breakwater Investment Management
Washington
$64.4K – – –
OPTFSNA
1415
Old Point Trust & Financial Services N A
Virginia
$63.2K +$25.8K +184 +74%
AFWM
1416
Abich Financial Wealth Management
Virginia
$62.3K +$60K +428 New
HC
1417
Hurley Capital
New York
$61.8K – – –
EPW
1418
Evergreen Private Wealth
Colorado
$61.2K – – –
WAS
1419
Winch Advisory Services
Wisconsin
$60.4K +$280 +2 +0.5%
FCG
1420
Financial Connections Group
California
$57K – – –
AIP
1421
Alexis Investment Partners
Texas
$55.1K +$53K +378 New
HNB
1422
Hilltop National Bank
Wyoming
$53.5K – – –
CW
1423
Curio Wealth
Maryland
$53.4K – – –
VNA
1424
Valley National Advisers
Pennsylvania
$53K – – –
LWCFA
1425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52.3K -$21K -150 -30%
55 56
57
58 59