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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
2901
Dumont & Blake Investment Advisors
New Jersey
$321K -$363K -652 -54%
FTIS
2902
First Trust Investment Solutions
Florida
$321K +$90.1K +162 +41%
BZWA
2903
Blue Zone Wealth Advisors
California
$321K +$95.1K +171 +44%
EC
2904
Eaton-Cambridge
Arizona
$320K -$5.56K -10 -2%
I
2905
IMPACTfolio
Colorado
$318K – – –
BCMO
2906
Buckingham Capital Management (Ohio)
Ohio
$317K -$104K -187 -25%
CPA
2907
Capital Planning Advisors
California
$316K – – –
CCB
2908
Cutter & Co Brokerage
Missouri
$316K +$12.2K +22 +4%
DOA
2909
D'Orazio & Associates
Virginia
$316K +$556 +1 +0.2%
APA
2910
Astoria Portfolio Advisors
New York
$316K +$301K +542 New
SAI
2911
Systematic Alpha Investments
New Jersey
$314K – – –
GWM
2912
Grand Wealth Management
Michigan
$313K +$95.6K +172 +46%
AWA
2913
Acorn Wealth Advisors
Michigan
$313K -$270K -486 -47%
LCM
2914
LVM Capital Management
Michigan
$312K – – –
PAM
2915
Palisade Asset Management
Minnesota
$312K -$18.9K -34 -6%
SWP
2916
ShoreHaven Wealth Partners
New Jersey
$311K -$1.67K -3 -0.6%
GGV
2917
GG Group Ventures
Florida
$311K -$91.7K -165 -24%
BFWM
2918
Bright Futures Wealth Management
New York
$310K -$60.6K -109 -17%
HTIM
2919
Harbour Trust & Investment Management
Indiana
$309K – – –
IA
2920
IMZ Advisory
Florida
$309K -$33.4K -60 -10%
ECA
2921
Elevation Capital Advisory
Oregon
$308K +$297K +534 New
PHS
2922
Pekin Hardy Strauss
Illinois
$306K -$5K -9 -2%
AWP
2923
Abacus Wealth Partners
California
$305K -$205K -369 -41%
SJL
2924
Shayne & Jacobs LLC
Tennessee
$304K -$3.34K -6 -1%
SRB
2925
Shotwell Rutter Baer
Michigan
$304K – – –
115 116
117
118 119