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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cherrydale Wealth Management
New Jersey
$16.7M +$3.79M +38,570 +28%
AC
152
Allstate Corporation
Illinois
$15.9M
LGWM
153
Litman Gregory Wealth Management
California
$15.5M -$500K -5,085 -3%
TFS
154
Thoroughbred Financial Services
Tennessee
$15.5M +$3.81M +38,809 +31%
SM
155
Sweeney & Michel
California
$15.5M -$142K -1,446 -0.9%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$15.2M -$211K -2,148 -1%
DL
157
DOHJ LLC
Washington
$15.1M +$886K +9,021 +6%
TIM
158
Tortoise Investment Management
New York
$15M -$310K -3,157 -2%
IA
159
IFP Advisors
Florida
$15M -$998K -10,153 -6%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15M -$204K -2,078 -1%
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$14.9M -$423K -4,300 -3%
ASN
162
Advisory Services Network
Georgia
$14.9M -$96.2K -979 -0.6%
Northern Trust
163
Northern Trust
Illinois
$14.8M -$530K -5,394 -3%
AWA
164
Aletheian Wealth Advisors
Washington
$14.8M +$181K +1,845 +1%
CG
165
Cynosure Group
Utah
$14.6M +$990K +10,075 +7%
AWS
166
Atria Wealth Solutions
New York
$14.5M -$765K -7,787 -5%
FFA
167
First Foundation Advisors
California
$14.3M -$824K -8,382 -5%
BJL
168
Brighton Jones LLC
Washington
$14.2M +$130K +1,323 +0.9%
PS
169
Planned Solutions
California
$14M +$113K +1,146 +0.8%
WAM
170
Weatherly Asset Management
California
$14M -$92.6K -942 -0.6%
GG
171
Gleason Group
Kentucky
$13.9M +$49.8K +507 +0.3%
AFS
172
Aft Forsyth & Sober
Florida
$13.8M
CFG
173
Cosner Financial Group
Colorado
$13.7M +$1.27M +12,971 +10%
PL
174
Plancorp LLC
Missouri
$13.5M +$983 +10 +0%
AWM
175
AE Wealth Management
Kansas
$13.5M +$3.2M +32,538 +29%