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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$27.6M +$1.61M +10,879 +6%
CWM
152
Cherrydale Wealth Management
New Jersey
$27.6M +$127K +863 +0.5%
EWP
153
E-Wealth Partners
Minnesota
$27.4M +$27.2M +184,230 New
DW
154
Durante & Waters
New York
$27.3M +$604K +4,095 +2%
VA
155
Vident Advisory
Georgia
$27.1M -$726K -4,916 -3%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$27.1M +$339K +2,295 +1%
FPGK
157
Financial Partners Group (Kansas)
Kansas
$27M -$153K -1,040 -0.6%
PAMG
158
Patton Albertson Miller Group
Tennessee
$27M -$844K -5,722 -3%
LFA
159
Legacy Financial Advisors
Kentucky
$26.5M -$1.5M -10,174 -5%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$26.4M +$3.81M +25,790 +17%
LPP
161
Life Planning Partners
Florida
$26.3M -$1.27M -8,615 -5%
CWA
162
Canvas Wealth Advisors
Kansas
$25.8M +$412K +2,792 +2%
BPA
163
Beacon Pointe Advisors
California
$25.1M +$2.51M +16,982 +11%
SFO
164
Stokes Family Office
Louisiana
$24.6M -$696K -4,713 -3%
TFCP
165
Twin Focus Capital Partners
Massachusetts
$24.4M +$1.2M +8,098 +5%
ASW
166
Astoria Strategic Wealth
Texas
$24.3M -$3.46M -23,425 -13%
BWP
167
Bernardo Wealth Planning
Pennsylvania
$24.1M +$426K +2,888 +2%
PPP
168
Prism Planning Partners
Illinois
$24.1M +$23.9M +162,034 New
CPW
169
Catalyst Private Wealth
California
$23.8M -$290K -1,967 -1%
PS
170
Principal Securities
Iowa
$23.8M +$485K +3,285 +2%
NL
171
NWAM LLC
Washington
$23.7M -$4.28K -29 -0%
WAM
172
Weatherly Asset Management
California
$23.5M +$246K +1,669 +1%
BJL
173
Brighton Jones LLC
Washington
$23.3M -$821K -5,566 -3%
SF
174
Summit Financial
New Jersey
$23.1M +$435K +2,945 +2%
PCM
175
Peirce Capital Management
Texas
$22.6M -$52.5K -356 -0.2%