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iShares Core S&P Total US Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Cynosure Group
Utah
$18.5M -$1.74M -11,772 -9%
NRI
202
NFP Retirement Inc
California
$18.3M -$165K -1,115 -0.9%
BFWA
203
Benchmark Financial Wealth Advisors
Florida
$18.2M -$347K -2,349 -2%
LGWM
204
Litman Gregory Wealth Management
California
$18.2M -$509K -3,450 -3%
HFS
205
Heritage Financial Services
Massachusetts
$18.2M -$1.36M -9,210 -7%
BCM
206
Brookstone Capital Management
Illinois
$18.1M -$343K -2,321 -2%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$18M -$421K -2,852 -2%
TIM
208
Tortoise Investment Management
New York
$17.7M -$1.33M -9,042 -7%
TFS
209
Thoroughbred Financial Services
Tennessee
$17.5M -$217K -1,469 -1%
OIA
210
OneDigital Investment Advisors
Kansas
$17.5M -$215K -1,455 -1%
BFG
211
Beacon Financial Group
Texas
$17.4M -$703K -4,766 -4%
OPWM
212
Oakwell Private Wealth Management
Texas
$17.1M -$21.5K -146 -0.1%
SCP
213
Stevens Capital Partners
Nebraska
$16.9M +$334K +2,260 +2%
BWM
214
BCGM Wealth Management
Indiana
$16.7M -$405K -2,743 -2%
FFA
215
Farther Finance Advisors
California
$16.7M +$8.38M +56,750 +102%
NAS
216
NWF Advisory Services
California
$16.3M -$251K -1,700 -2%
CPIA
217
Cornell Pochily Investment Advisors
New York
$16.2M +$960K +6,505 +6%
SA
218
SJBenen ADVISORY
North Carolina
$16.2M +$16.1M +109,033 New
GT
219
Greenleaf Trust
Michigan
$16.1M -$165K -1,119 -1%
Empower Advisory Group
220
Empower Advisory Group
Colorado
$16M -$4.43M -30,007 -22%
1WM
221
1900 Wealth Management
Texas
$15.8M -$172K -1,163 -1%
IFG
222
Independent Financial Group
California
$15.8M +$545K +3,693 +4%
EWA
223
Elevate Wealth Advisory
Georgia
$15.6M +$290K +1,964 +2%
WA
224
WBH Advisory
Maryland
$15.6M -$222K -1,505 -1%
WA
225
Waverly Advisors
Alabama
$15.5M +$437K +2,959 +3%