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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1651
Belpointe Asset Management
Nevada
– -$647K -4,350 Closed
SC
1652
Sapient Capital
Indiana
– -$633K -4,228 Closed
CPA
1653
Clear Point Advisors
New York
– -$626K -4,209 Closed
CNTOF
1654
Canandaigua National Trust of Florida
New York
– -$599K -4,028 Closed
SWM
1655
Shepherd Wealth Management
Ohio
– -$588K -3,879 Closed
W
1656
WorthPointe
California
– -$535K -3,600 Closed
PA
1657
Paragon Advisors
Texas
– -$512K -3,444 Closed
MSR
1658
Main Street Research
Connecticut
– -$506K -3,405 Closed
CC
1659
Commons Capital
Massachusetts
– -$479K -3,220 Closed
LRPA
1660
L. Roy Papp & Associates
Arizona
– -$370K -2,488 Closed
IWA
1661
IVC Wealth Advisors
Pennsylvania
– -$364K -2,448 Closed
EP
1662
Essential Planning
New Hampshire
– -$358K -2,409 Closed
PMWMG
1663
Parr McKnight Wealth Management Group
Minnesota
– -$356K -2,395 Closed
TCM
1664
Traynor Capital Management
Pennsylvania
– -$349K -2,350 Closed
AWC
1665
Abundance Wealth Counselors
Pennsylvania
– -$342K -2,303 Closed
JWM
1666
Johnson Wealth Management
North Dakota
– -$339K -2,279 Closed
BWP
1667
BSW Wealth Partners
Colorado
– -$327K -2,201 Closed
LSPW
1668
Lake Street Private Wealth
Illinois
– -$314K -2,113 Closed
SAM
1669
Silvercrest Asset Management
New York
– -$306K -2,061 Closed
WFAG
1670
Worth Financial Advisory Group
North Carolina
– -$281K -1,893 Closed
CCM
1671
Canal Capital Management
Virginia
– -$277K -1,866 Closed
MPCA
1672
Madison Park Capital Advisors
Washington
– -$273K -1,837 Closed
SC
1673
Scotia Capital
Ontario, Canada
– -$250K -1,685 Closed
HH
1674
Hilltop Holdings
Texas
– -$250K -1,683 Closed
TWCA
1675
Two West Capital Advisors
Kansas
– -$249K -1,676 Closed
65 66
67
68 69