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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
126
Pathstone Family Office
New Jersey
$20.1M -$19.7M -222,088 -50%
IAA
127
Ironsides Asset Advisors
North Carolina
$19.6M
CQS
128
Credential Qtrade Securities
$19.2M +$2.37M +26,647 +14%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$19.1M +$880K +9,910 +5%
HFS
130
Heritage Financial Services
Massachusetts
$19M +$617K +6,954 +3%
Lido Advisors
131
Lido Advisors
California
$19M -$1.23M -13,906 -6%
RPWA
132
Regent Peak Wealth Advisors
Georgia
$19M -$5.65M -63,658 -23%
ASW
133
Astoria Strategic Wealth
Texas
$18.9M -$173K -1,954 -0.9%
CFA
134
Capstone Financial Advisors
Illinois
$18.6M +$52.3K +589 +0.3%
CA
135
Cetera Advisors
Colorado
$18.4M -$1.12M -12,604 -6%
WC
136
Whitney & Co
New York
$18.2M +$738K +8,312 +4%
TWM
137
Tolleson Wealth Management
Texas
$17.9M +$1.31M +14,774 +8%
PWA
138
Physician Wealth Advisors
Utah
$17.9M -$594K -6,693 -3%
BFWA
139
Benchmark Financial Wealth Advisors
Florida
$17.7M +$184K +2,070 +1%
US Bancorp
140
US Bancorp
Minnesota
$16.7M -$1.32M -14,839 -7%
FPGK
141
Financial Partners Group (Kansas)
Kansas
$16.6M -$345K -3,890 -2%
FFA
142
First Foundation Advisors
California
$15.4M +$3.04M +34,215 +25%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$15.3M -$528K -5,948 -3%
AC
144
Allstate Corporation
Illinois
$15.3M -$63.8M -718,505 -81%
SM
145
Sweeney & Michel
California
$15.3M +$14.4M +161,720 New
SPC
146
Sigma Planning Corp
Michigan
$15.1M -$772K -8,692 -5%
CCWA
147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15M -$700K -7,889 -5%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$14.7M -$5.71M -64,362 -28%
ASN
149
Advisory Services Network
Georgia
$14.4M -$1.69M -19,029 -11%
TIM
150
Tortoise Investment Management
New York
$14.1M -$274K -3,091 -2%