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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$1.39M +$35.6K +544 +3%
TW
202
Transform Wealth
Colorado
$1.31M +$41.9K +639 +3%
TI
203
Truepoint Inc
Ohio
$1.31M -$54.6K -833 -4%
GT
204
Glenview Trust
Kentucky
$1.31M
IC
205
Inverness Counsel
New York
$1.31M
Stifel Financial
206
Stifel Financial
Missouri
$1.25M -$182K -2,770 -13%
OFG
207
Oxford Financial Group
Indiana
$1.22M
LIM
208
Leavell Investment Management
Alabama
$1.2M
DIA
209
Dana Investment Advisors
Wisconsin
$1.17M +$167K +2,546 +17%
GWA
210
Guidant Wealth Advisors
Illinois
$1.14M -$5.63K -86 -1%
CHA
211
Cedar Hill Associates
Illinois
$1.14M +$292K +4,452 +35%
FPCG
212
Fort Pitt Capital Group
Pennsylvania
$1.13M -$1.71M -26,027 -60%
NL
213
NWAM LLC
Washington
$1.13M +$534K +8,154 +93%
CAL
214
Capital Advisors Ltd
Ohio
$1.12M +$58.5K +893 +6%
Chevy Chase Trust
215
Chevy Chase Trust
Maryland
$1.12M +$1.1M +16,805 New
DIA
216
Davidson Investment Advisors
Montana
$1.1M +$58K +885 +6%
FAIM
217
Financial Advocates Investment Management
Washington
$1.1M +$61.4K +937 +6%
Goldman Sachs
218
Goldman Sachs
New York
$1.09M -$204K -3,118 -16%
A
219
AdvicePeriod
California
$1.09M +$106K +1,614 +11%
CG
220
Caprock Group
Idaho
$1.07M
OBWP
221
O'Brien Wealth Partners
Massachusetts
$1.05M -$13.6K -207 -1%
PFM
222
Phillips Financial Management
Indiana
$1.04M -$21.8K -333 -2%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$1.03M +$14.1K +215 +1%
Lido Advisors
224
Lido Advisors
California
$1.02M +$238K +3,626 +31%
AFP
225
Ausdal Financial Partners
Iowa
$996K +$47.4K +724 +5%