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iShares Core S&P 500 ETF
IVV

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2901
Greystone Financial Group
Michigan
$322K +$310K +558 New
JFL
2902
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K -$2.18M -3,924 -88%
BAM
2903
Byrne Asset Management
New Jersey
$321K +$310K +557 New
DBIA
2904
Dumont & Blake Investment Advisors
New Jersey
$321K -$363K -652 -54%
FTIS
2905
First Trust Investment Solutions
Florida
$321K +$90.1K +162 +41%
BZWA
2906
Blue Zone Wealth Advisors
California
$321K +$95.1K +171 +44%
EC
2907
Eaton-Cambridge
Arizona
$320K -$5.56K -10 -2%
I
2908
IMPACTfolio
Colorado
$318K – – –
BCMO
2909
Buckingham Capital Management (Ohio)
Ohio
$317K -$104K -187 -25%
CPA
2910
Capital Planning Advisors
California
$316K – – –
CCB
2911
Cutter & Co Brokerage
Missouri
$316K +$12.2K +22 +4%
DOA
2912
D'Orazio & Associates
Virginia
$316K +$556 +1 +0.2%
APA
2913
Astoria Portfolio Advisors
New York
$316K +$301K +542 New
SAI
2914
Systematic Alpha Investments
New Jersey
$314K – – –
GWM
2915
Grand Wealth Management
Michigan
$313K +$95.6K +172 +46%
AWA
2916
Acorn Wealth Advisors
Michigan
$313K -$270K -486 -47%
LCM
2917
LVM Capital Management
Michigan
$312K – – –
PAM
2918
Palisade Asset Management
Minnesota
$312K -$18.9K -34 -6%
SWP
2919
ShoreHaven Wealth Partners
New Jersey
$311K -$1.67K -3 -0.6%
GGV
2920
GG Group Ventures
Florida
$311K -$91.7K -165 -24%
BFWM
2921
Bright Futures Wealth Management
New York
$310K -$60.6K -109 -17%
HTIM
2922
Harbour Trust & Investment Management
Indiana
$309K – – –
IA
2923
IMZ Advisory
Florida
$309K -$33.4K -60 -10%
ECA
2924
Elevation Capital Advisory
Oregon
$308K +$297K +534 New
PHS
2925
Pekin Hardy Strauss
Illinois
$306K -$5K -9 -2%
115 116
117
118 119