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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
176
Independent Solutions Wealth Management
New York
$11.6M -$40.2K -403 -0.3%
Lido Advisors
177
Lido Advisors
California
$11.4M +$1.35M +13,536 +14%
IA
178
IFP Advisors
Florida
$11.4M +$7.31M +73,318 +69%
CPW
179
Catalyst Private Wealth
California
$11.2M -$4.94M -49,586 -31%
FFC
180
Fure Financial Corporation
Minnesota
$11.1M +$140K +1,401 +1%
WCM
181
Wealthcare Capital Management
Virginia
$10.8M +$320K +3,206 +3%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$10.5M +$564K +5,659 +6%
AAS
183
Avantax Advisory Services
Texas
$10.5M +$974K +9,767 +10%
SSW
184
Smith Shellnut Wilson
Mississippi
$10.3M -$690K -6,916 -6%
WA
185
WBH Advisory
Maryland
$10.3M -$609K -6,107 -5%
Goldman Sachs
186
Goldman Sachs
New York
$9.99M -$1.09M -10,909 -10%
SAS
187
Sanford Advisory Services
Michigan
$9.98M +$500K +5,014 +5%
CAN
188
Cetera Advisor Networks
California
$9.81M +$860K +8,623 +10%
SFG
189
Snider Financial Group
Washington
$9.81M -$856K -8,586 -8%
KWMG
190
King Wealth Management Group
Florida
$9.76M +$244K +2,443 +3%
Bessemer Group
191
Bessemer Group
New Jersey
$9.69M +$9.32M +93,500 +3,773%
AWA
192
Aletheian Wealth Advisors
Washington
$9.69M -$1.94M -19,462 -17%
KPWG
193
KFA Private Wealth Group
Virginia
$9.68M +$392K +3,931 +4%
CFGS
194
Concourse Financial Group Securities
Alabama
$9.46M +$1.77M +17,717 +23%
JWM
195
JGP Wealth Management
Oregon
$9.18M +$1.12M +11,230 +14%
NGA
196
Naples Global Advisors
Florida
$9.18M -$42.4K -425 -0.5%
RVPG
197
Relative Value Partners Group
$9.15M +$9.04M +90,615 New
5L
198
55I LLC
Massachusetts
$9.06M -$123K -1,233 -1%
DWA
199
Dougherty Wealth Advisers
Minnesota
$9.05M +$292K +2,933 +3%
Jane Street
200
Jane Street
New York
$8.99M -$4.43M -44,456 -33%