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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$21.2M +$1.48M +9,309 +8%
BFG
202
Beacon Financial Group
Texas
$21.1M +$637K +4,014 +3%
PWA
203
Physician Wealth Advisors
Utah
$21M -$47.3K -298 -0.2%
CPIA
204
Cornell Pochily Investment Advisors
New York
$20.9M +$879K +5,538 +5%
FTUS
205
Flow Traders U.S.
New York
$20.8M +$20.1M +126,844 New
RBC
206
Romano Brothers & Co
Illinois
$20.6M -$208K -1,310 -1%
NRI
207
NFP Retirement Inc
California
$20.6M -$74.4K -469 -0.4%
MWM
208
Modern Wealth Management
Kansas
$20.3M -$1.4M -8,844 -7%
SCP
209
Stevens Capital Partners
Nebraska
$20.3M +$37K +233 +0.2%
TFS
210
Thoroughbred Financial Services
Tennessee
$19.8M +$14.3M +90,045 +75%
BFWA
211
Benchmark Financial Wealth Advisors
Florida
$19.6M -$24K -151 -0.1%
IA
212
IFP Advisors
Florida
$19.5M -$222K -1,398 -1%
SWA
213
Sax Wealth Advisors
New Jersey
$19.4M -$91.6K -577 -0.4%
CAS
214
Coppell Advisory Solutions
Texas
$19.1M +$49.4K +311 New
TIM
215
Tortoise Investment Management
New York
$19.1M +$164K +1,033 +0.9%
BP
216
BBR Partners
New York
$19M +$1.65M +10,405 +10%
OPWM
217
Oakwell Private Wealth Management
Texas
$18.7M -$207K -1,304 -1%
FHA
218
Flagship Harbor Advisors
Massachusetts
$18.6M +$4.12M +25,933 +30%
NAS
219
NWF Advisory Services
California
$18.4M +$67.8K +427 +0.4%
IFG
220
Independent Financial Group
California
$18.3M -$201K -1,265 -1%
SFO
221
Stokes Family Office
Louisiana
$18.3M -$4.89M -30,792 -22%
EWA
222
Elevate Wealth Advisory
Georgia
$18.2M +$196K +1,237 +1%
BCM
223
Brookstone Capital Management
Illinois
$18.1M -$180K -1,134 -1%
SC
224
Solstein Capital
California
$17.9M +$16M +100,580 +1,221%
WA
225
Waverly Advisors
Alabama
$17.9M +$121K +763 +0.7%
7 8
9
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