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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
$23.3M +$268K +2,069 +1%
FPGK
152
Financial Partners Group (Kansas)
Kansas
$23.2M -$275K -2,121 -1%
GVAG
153
Great Valley Advisor Group
Delaware
$23.1M +$1.69M +13,025 +8%
DWA
154
Delap Wealth Advisory
Oregon
$23M -$21.2K -164 -0.1%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$22.9M +$2.41M +18,614 +12%
AWA
156
Aletheian Wealth Advisors
Washington
$22.7M -$483K -3,728 -2%
VA
157
Vident Advisory
Georgia
$22.7M +$2.68M +20,714 +13%
MCM
158
MontVue Capital Management
Virginia
$22.6M +$678K +5,235 +3%
HCA
159
Heck Capital Advisors
Wisconsin
$22.5M -$8.9M -68,714 -28%
SIMC
160
Squire Investment Management Company
Utah
$22.4M +$2.5M +19,309 +12%
AWS
161
Atria Wealth Solutions
New York
$21.8M -$559K -4,319 -2%
LGWM
162
Litman Gregory Wealth Management
California
$21.1M -$414K -3,198 -2%
BMWS
163
Brady Martz Wealth Solutions
North Dakota
$21M +$21.3M +164,278 New
CFA
164
Capstone Financial Advisors
Illinois
$21M -$561K -4,333 -3%
IA
165
IFP Advisors
Florida
$21M +$205K +1,583 +1%
TFS
166
Thoroughbred Financial Services
Tennessee
$21M +$246K +1,897 +1%
SFO
167
Stokes Family Office
Louisiana
$20.8M +$218K +1,681 +1%
Northern Trust
168
Northern Trust
Illinois
$20.8M -$1.25M -9,683 -6%
CI
169
Constellation Investments
Ohio
$20.4M +$20.5M +158,500 New
RSWM
170
Robertson Stephens Wealth Management
California
$20.3M -$434K -3,350 -2%
AAS
171
Avantax Advisory Services
Texas
$20.2M +$2.44M +18,818 +14%
CFG
172
Cosner Financial Group
Colorado
$19.8M +$146K +1,125 +0.7%
BJL
173
Brighton Jones LLC
Washington
$19.6M +$862K +6,661 +5%
GG
174
Gleason Group
Kentucky
$19.6M -$66.8K -516 -0.3%
WAM
175
Weatherly Asset Management
California
$19.4M +$99.4K +768 +0.5%