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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
126
Patton Albertson Miller Group
Tennessee
$25.8M -$974K -9,935 -4%
UCFA
127
United Capital Financial Advisors
Texas
$25.2M -$11M -112,174 -32%
DWA
128
Delap Wealth Advisory
Oregon
$25M +$11.8M +120,416 +103%
CAN
129
Cetera Advisor Networks
California
$24.7M +$2.03M +20,679 +10%
SWM
130
Sendero Wealth Management
Texas
$24.7M +$103K +1,054 +0.5%
LFA
131
Legacy Financial Advisors
Kentucky
$24.7M -$40M -408,168 -64%
LPT
132
Legacy Private Trust
Wisconsin
$24.5M +$122K +1,245 +0.5%
CA
133
Cetera Advisors
Colorado
$24.4M +$2.26M +23,049 +11%
BPA
134
Beacon Pointe Advisors
California
$24.3M -$6.57M -67,003 -22%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$24M +$22.3M +227,766 New
1WM
136
1900 Wealth Management
Texas
$23.1M -$14.3M -146,052 -40%
DL
137
DOHJ LLC
Washington
$22.9M +$5.57M +56,831 +35%
MIM
138
Monashee Investment Management
Massachusetts
$22.8M +$21.3M +216,860 New
APCM
139
Alaska Permanent Capital Management
Alaska
$22.2M -$453K -4,619 -2%
WC
140
Whitney & Co
New York
$21.9M -$49.2K -502 -0.2%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$21.8M +$9.51M +97,030 +88%
ASW
142
Astoria Strategic Wealth
Texas
$20.8M -$412K -4,199 -2%
RIA
143
Regal Investment Advisors
Michigan
$20.8M -$3.47M -35,392 -15%
BFWA
144
Benchmark Financial Wealth Advisors
Florida
$20.7M -$312K -3,180 -2%
HFS
145
Heritage Financial Services
Massachusetts
$20.3M -$1.3M -13,250 -6%
DW
146
Durante & Waters
New York
$20.1M +$18.7M +190,879 New
JWM
147
JGP Wealth Management
Oregon
$20M +$6.14M +62,610 +49%
IAA
148
Ironsides Asset Advisors
North Carolina
$19.7M -$1.9M -19,404 -9%
CG
149
Cynosure Group
Utah
$19.5M +$2.46M +25,088 +16%
PWA
150
Physician Wealth Advisors
Utah
$19.5M -$985K -10,050 -5%