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iShares Core S&P Total US Stock Market ETF
ITOT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
201
KFA Private Wealth Group
Virginia
$8.58M -$355K -4,154 -4%
CCMG
202
Clark Capital Management Group
Pennsylvania
$8.49M -$44.2M -518,300 -84%
FCH
203
Freestone Capital Holdings
Washington
$8.38M +$72K +844 +0.9%
SFA
204
Source Financial Advisors
New York
$8.27M +$20.7K +243 +0.2%
SPP
205
Single Point Partners
Massachusetts
$8.22M -$385K -4,508 -4%
KWMG
206
King Wealth Management Group
Florida
$8.13M -$13.4K -157 -0.2%
SCP
207
Stevens Capital Partners
Nebraska
$7.84M +$7.89M +92,484 New
MCM
208
MAI Capital Management
Ohio
$7.78M -$1.99M -23,346 -20%
BSSFA
209
Baron Silver Stevens Financial Advisors
Florida
$7.76M -$27.7K -324 -0.4%
WFA
210
Wade Financial Advisory
California
$7.74M +$1.49M +17,422 +24%
MYIA
211
Mount Yale Investment Advisors
Colorado
$7.73M +$4.31M +50,487 +124%
ISWM
212
Independent Solutions Wealth Management
New York
$7.72M -$1.89M -22,200 -20%
NGA
213
Naples Global Advisors
Florida
$7.7M -$56.3K -660 -0.7%
JF
214
JSF Financial
California
$7.68M +$214K +2,505 +3%
FCIM
215
Fairview Capital Investment Management
California
$7.67M +$4.62M +54,160 +149%
PFO
216
Pathstone Family Office
New Jersey
$7.53M -$9.19M -107,695 -33%
GT
217
Glenview Trust
Kentucky
$7.53M +$516K +6,044 +7%
FMP
218
Financial Management Professionals
Texas
$7.52M -$25K -293 -0.3%
NWM
219
Northwest Wealth Management
Iowa
$7.5M +$807K +9,450 +12%
SAM
220
Satovsky Asset Management
New York
$7.47M +$4.09M +47,865 +117%
BWA
221
BDO Wealth Advisors
Florida
$7.43M -$1.33M -15,575 -15%
ATC
222
Argent Trust Co
Tennessee
$7.4M – – –
FTS
223
Fifth Third Securities
Ohio
$7.33M -$528K -6,185 -7%
RBC
224
Roble Belko & Company
Pennsylvania
$7.09M +$396K +4,639 +6%
GT
225
Greenleaf Trust
Michigan
$6.77M -$7K -82 -0.1%
7 8
9
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