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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$20.9M +$235K +2,143 +1%
CWM
152
Cherrydale Wealth Management
New Jersey
$20.2M -$624K -5,690 -3%
HFS
153
Heritage Financial Services
Massachusetts
$19.8M -$2.36M -21,497 -11%
CFA
154
Capstone Financial Advisors
Illinois
$19.7M -$290K -2,647 -2%
SM
155
Sweeney & Michel
California
$19.5M +$18.6M +169,774 New
AWA
156
Aletheian Wealth Advisors
Washington
$19.4M +$1.06M +9,709 +6%
LGWM
157
Litman Gregory Wealth Management
California
$19.3M +$317K +2,895 +2%
MCM
158
MontVue Capital Management
Virginia
$19.3M -$129K -1,180 -0.7%
ASN
159
Advisory Services Network
Georgia
$19.3M +$1.1M +10,061 +6%
IA
160
IFP Advisors
Florida
$19.2M -$1.35M -12,347 -7%
SFO
161
Stokes Family Office
Louisiana
$19.1M -$830K -7,564 -4%
PWA
162
Physician Wealth Advisors
Utah
$18.8M -$1.39M -12,649 -7%
NWM
163
Northwest Wealth Management
Iowa
$18.7M +$1.01M +9,190 +6%
Northern Trust
164
Northern Trust
Illinois
$18.1M -$7.13K -65 -0%
BCM
165
Brookstone Capital Management
Illinois
$18M -$13.8M -125,420 -45%
CCWA
166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.8M +$119K +1,084 +0.7%
DWA
167
Delap Wealth Advisory
Oregon
$17.6M -$9.31M -84,917 -36%
BJL
168
Brighton Jones LLC
Washington
$17.6M -$27.9K -254 -0.2%
AAS
169
Avantax Advisory Services
Texas
$17.5M -$257K -2,343 -2%
TIM
170
Tortoise Investment Management
New York
$17.4M -$292K -2,661 -2%
WAM
171
Weatherly Asset Management
California
$17.4M +$48.5K +442 +0.3%
CFG
172
Cosner Financial Group
Colorado
$17.3M +$224K +2,043 +1%
GG
173
Gleason Group
Kentucky
$17.1M -$67.8K -618 -0.4%
RCM
174
Rain Capital Management
Oregon
$16.9M -$359K -3,270 -2%
PS
175
Planned Solutions
California
$16.8M -$203K -1,848 -1%