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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
Outlook Wealth Advisors
Texas
$9.39M -$779K -11,348 -6%
GWM
127
Geneos Wealth Management
Colorado
$9.12M +$695K +10,126 +7%
ISWM
128
Independent Solutions Wealth Management
New York
$9.03M +$681K +9,925 +7%
CA
129
Cetera Advisors
Colorado
$8.98M -$2.46M -35,824 -19%
IWM
130
IHT Wealth Management
Illinois
$8.72M +$1.4M +20,389 +15%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$8.65M +$2.08M +30,247 +25%
SIM
132
Stratos Investment Management
Ohio
$8.6M +$2.69M +39,229 +35%
GM
133
GeoWealth Management
Illinois
$8.5M +$572K +8,331 +6%
CAG
134
Crestwood Advisors Group
Massachusetts
$8.46M +$716K +10,435 +8%
BJL
135
Brighton Jones LLC
Washington
$8.21M +$376K +5,485 +4%
HA
136
HYA Advisors
Missouri
$8.19M +$22.6K +329 +0.2%
GIA
137
Gladstone Institutional Advisory
Florida
$8.19M +$2.73M +39,766 +38%
PCA
138
Personal Capital Advisors
California
$8.18M -$20.5M -298,779 -72%
GG
139
Gleason Group
Kentucky
$8.16M +$343K +4,994 +4%
SFA
140
Sequoia Financial Advisors
Ohio
$7.87M +$2.87M +41,877 +44%
ASW
141
Astoria Strategic Wealth
Texas
$7.71M +$3.76M +54,841 +69%
MAS
142
Madden Advisory Services
Florida
$7.71M +$9.24M +134,704 New
TWM
143
Tolleson Wealth Management
Texas
$7.64M +$8.76M +127,728 +2,177%
HCA
144
Heck Capital Advisors
Wisconsin
$7.5M -$4.83M -70,383 -35%
EK
145
Evensky & Katz
Florida
$7.5M +$581K +8,460 +7%
FHB
146
First Hawaiian Bank
Hawaii
$7.49M -$595K -8,669 -6%
RIG
147
Roosevelt Investment Group
New York
$7.39M -$16.5M -239,931 -65%
WAM
148
Weatherly Asset Management
California
$7.17M +$515K +7,512 +6%
SWM
149
Sugarloaf Wealth Management
Georgia
$6.83M -$1.82M -26,511 -18%
NA
150
NewEdge Advisors
Louisiana
$6.73M -$635K -9,261 -7%