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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$8.16M +$1.13M +16,209 +17%
SIM
152
Stratos Investment Management
Ohio
$8.07M -$416K -5,977 -5%
CFGS
153
Concourse Financial Group Securities
Alabama
$8.01M +$1.29M +18,540 +20%
NGA
154
Naples Global Advisors
Florida
$7.69M +$80.7K +1,160 +1%
GIA
155
Gladstone Institutional Advisory
Florida
$7.52M +$1.31M +18,875 +22%
KOMWMG
156
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.33M +$7.02M +100,824 New
EPP
157
ETF Portfolio Partners
Kansas
$7.32M +$223K +3,198 +3%
TCM
158
Towercrest Capital Management
Pennsylvania
$7.3M +$99.2K +1,426 +1%
ADL
159
Asset Dedication LLC
California
$7.16M +$437K +6,280 +7%
GPWA
160
Great Point Wealth Advisors
Massachusetts
$7.08M +$315K +4,524 +5%
TF
161
Trek Financial
Arizona
$7.03M -$1.94M -27,929 -22%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$7.01M +$70 +1 +0%
SFA
163
Sequoia Financial Advisors
Ohio
$6.96M +$732K +10,519 +12%
DE
164
Day & Ennis
Georgia
$6.67M +$457K +6,563 +8%
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.52M -$19.1K -275 -0.4%
TFGT
166
TS Financial Group (TSFG)
Illinois
$6.42M -$3.49M -50,224 -36%
AW
167
ACG Wealth
Georgia
$6.42M -$1.06M -15,169 -15%
PCG
168
Private Capital Group
Connecticut
$6.26M -$1.02M -14,642 -15%
CC
169
Copperleaf Capital
North Carolina
$6.13M +$5.86M +84,258 New
CG
170
Colony Group
Massachusetts
$6.05M +$230K +3,302 +4%
TCBWMS
171
Texas Capital Bank Wealth Management Services
Texas
$5.97M +$5.72M +82,141 New
ASW
172
Astoria Strategic Wealth
Texas
$5.83M +$5.56M +79,853 New
KPWG
173
KFA Private Wealth Group
Virginia
$5.71M +$5.47M +78,619 New
WANY
174
Wealthspire Advisors (New York)
New York
$5.66M -$1.75M -25,161 -24%
KWMG
175
King Wealth Management Group
Florida
$5.63M -$54.8K -788 -1%