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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$17.8M +$562K +5,839 +3%
NS
127
Newman & Schimel
Illinois
$17.3M +$527K +5,483 +3%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$16.2M
SIM
129
Stratos Investment Management
Ohio
$16M +$1.92M +19,996 +14%
JWM
130
Jackson Wealth Management
Florida
$15.8M +$15.4M +160,218 New
RA
131
Rational Advisors
New York
$15.6M +$6.78M +70,541 +80%
BHB
132
Bank Hapoalim BM
Israel
$15.5M -$10.2M -106,520 -68%
TIM
133
Tortoise Investment Management
New York
$15.4M +$330K +3,434 +2%
AFS
134
Aft Forsyth & Sober
Florida
$15.2M +$394K +4,100 +3%
SWM
135
Sugarloaf Wealth Management
Georgia
$14.4M +$14M +145,844 +141,596%
FWI
136
Facet Wealth Inc
Maryland
$14.1M -$1.14M -11,823 -8%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$14.1M +$6.93M +72,010 +102%
ISWM
138
Independent Solutions Wealth Management
New York
$14M -$577K -5,997 -4%
CFA
139
Capstone Financial Advisors
Illinois
$13.9M -$437K -4,540 -3%
BRC
140
BHF RG Capital
Arizona
$13.5M +$4.24M +44,048 +47%
GG
141
Gleason Group
Kentucky
$13.4M -$12.2K -127 -0.1%
SFA
142
Sequoia Financial Advisors
Ohio
$13.4M -$1.92M -19,913 -13%
RIA
143
Regal Investment Advisors
Michigan
$13.1M +$12.8M +132,942 New
BJL
144
Brighton Jones LLC
Washington
$13.1M -$816K -8,487 -6%
ADL
145
Asset Dedication LLC
California
$12.9M +$4.55M +47,322 +57%
PS
146
Planned Solutions
California
$12.8M +$333K +3,458 +3%
ASW
147
Astoria Strategic Wealth
Texas
$12.7M -$49.1K -511 -0.4%
MCM
148
Monument Capital Management
Virginia
$12.7M -$230K -2,387 -2%
IWC
149
Integrated Wealth Concepts
Massachusetts
$12.6M +$486K +5,054 +4%
WAAG
150
Wealth Alliance Advisory Group
Kansas
$12.5M +$201K +2,086 +2%