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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
151
Vantage Financial Partners (Illinois)
Illinois
$21.1M +$4.76M +41,477 +30%
AWA
152
Aletheian Wealth Advisors
Washington
$20.7M +$763K +6,652 +4%
MCM
153
MontVue Capital Management
Virginia
$20.7M +$778K +6,776 +4%
SM
154
Sweeney & Michel
California
$20.6M +$61.4K +535 +0.3%
PWA
155
Physician Wealth Advisors
Utah
$20.5M -$503K -4,384 -3%
CWM
156
Cherrydale Wealth Management
New Jersey
$20.5M -$313K -2,728 -2%
AWS
157
Atria Wealth Solutions
New York
$20.2M -$1.35M -11,768 -6%
LGWM
158
Litman Gregory Wealth Management
California
$19.9M -$33.2K -289 -0.2%
IA
159
IFP Advisors
Florida
$19.6M -$207K -1,807 -1%
SFO
160
Stokes Family Office
Louisiana
$19.5M -$210K -1,830 -1%
CFA
161
Capstone Financial Advisors
Illinois
$19.4M -$839K -7,308 -4%
TFS
162
Thoroughbred Financial Services
Tennessee
$19.3M +$4.28M +37,269 +30%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$19.2M +$2.13M +18,572 +13%
RSWM
164
Robertson Stephens Wealth Management
California
$19.2M +$15.8M +137,831 +581%
HFS
165
Heritage Financial Services
Massachusetts
$18.9M -$1.43M -12,481 -7%
Northern Trust
166
Northern Trust
Illinois
$18.8M +$177K +1,544 +1%
VA
167
Vident Advisory
Georgia
$18.7M +$2.1M +18,334 +13%
CFG
168
Cosner Financial Group
Colorado
$18.3M +$497K +4,328 +3%
DWA
169
Delap Wealth Advisory
Oregon
$18.3M +$178K +1,552 +1%
BCM
170
Brookstone Capital Management
Illinois
$18.2M -$816K -7,108 -5%
BJL
171
Brighton Jones LLC
Washington
$18M -$38.1K -332 -0.2%
GG
172
Gleason Group
Kentucky
$17.9M +$271K +2,361 +2%
WAM
173
Weatherly Asset Management
California
$17.8M -$48.7K -424 -0.3%
TIM
174
Tortoise Investment Management
New York
$17.8M -$120K -1,042 -0.7%
CCWA
175
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.7M -$635K -5,537 -4%