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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
NewEdge Advisors
Louisiana
$21.6M +$9.78M +85,222 +88%
VFPI
152
Vantage Financial Partners (Illinois)
Illinois
$21.1M +$4.76M +41,477 +30%
AWA
153
Aletheian Wealth Advisors
Washington
$20.7M +$763K +6,652 +4%
MCM
154
MontVue Capital Management
Virginia
$20.7M +$778K +6,776 +4%
SM
155
Sweeney & Michel
California
$20.6M +$61.4K +535 +0.3%
PWA
156
Physician Wealth Advisors
Utah
$20.5M -$503K -4,384 -3%
CWM
157
Cherrydale Wealth Management
New Jersey
$20.5M -$313K -2,728 -2%
AWS
158
Atria Wealth Solutions
New York
$20.2M -$1.35M -11,768 -6%
LGWM
159
Litman Gregory Wealth Management
California
$19.9M -$33.2K -289 -0.2%
IA
160
IFP Advisors
Florida
$19.6M -$207K -1,807 -1%
SFO
161
Stokes Family Office
Louisiana
$19.5M -$210K -1,830 -1%
CFA
162
Capstone Financial Advisors
Illinois
$19.4M -$839K -7,308 -4%
TFS
163
Thoroughbred Financial Services
Tennessee
$19.3M +$4.28M +37,269 +30%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$19.2M +$2.13M +18,572 +13%
RSWM
165
Robertson Stephens Wealth Management
California
$19.2M +$15.8M +137,831 +581%
HFS
166
Heritage Financial Services
Massachusetts
$18.9M -$1.43M -12,481 -7%
Northern Trust
167
Northern Trust
Illinois
$18.8M +$177K +1,544 +1%
VA
168
Vident Advisory
Georgia
$18.7M +$2.1M +18,334 +13%
CFG
169
Cosner Financial Group
Colorado
$18.3M +$497K +4,328 +3%
DWA
170
Delap Wealth Advisory
Oregon
$18.3M +$178K +1,552 +1%
BCM
171
Brookstone Capital Management
Illinois
$18.2M -$816K -7,108 -5%
BJL
172
Brighton Jones LLC
Washington
$18M -$38.1K -332 -0.2%
GG
173
Gleason Group
Kentucky
$17.9M +$271K +2,361 +2%
WAM
174
Weatherly Asset Management
California
$17.8M -$48.7K -424 -0.3%
TIM
175
Tortoise Investment Management
New York
$17.8M -$120K -1,042 -0.7%