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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$1.04M +$439K +10,851 +78%
HIM
227
HawsGoodwin Investment Management
Tennessee
$1.03M +$989K +24,455 New
WI
228
Wintrust Investments
Illinois
$1.02M +$125K +3,093 +15%
NWP
229
Northstar Wealth Partners
Connecticut
$1.01M +$23.7K +585 +2%
TCBWMS
230
Texas Capital Bank Wealth Management Services
Texas
$1.01M +$969K +23,954 New
V
231
Veritable
Delaware
$994K -$13.8K -341 -1%
NGA
232
Naples Global Advisors
Florida
$985K +$96.7K +2,390 +11%
GWAG
233
Garrett Wealth Advisory Group
Texas
$980K -$8.9K -220 -0.9%
ELI
234
Empire Life Investments
Ontario, Canada
$945K +$909K +22,469 New
IA
235
IFP Advisors
Florida
$941K +$27.5K +680 +3%
TFS
236
Thoroughbred Financial Services
Tennessee
$939K +$903K +22,324 New
TSS
237
Two Sigma Securities
New York
$937K +$901K +22,267 New
PA
238
Pinnacle Associates
New York
$930K -$12.1K -300 -1%
TCWM
239
Total Clarity Wealth Management
Illinois
$925K +$889K +21,987 New
DWM
240
Darwin Wealth Management
Florida
$897K -$34.7K -859 -4%
RBFC
241
Roman Butler Fullerton & Co
Missouri
$888K -$90K -2,225 -10%
KOMWMG
242
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$886K +$852K +21,060 New
EFS
243
Essex Financial Services
Connecticut
$863K +$508K +12,567 +158%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$862K -$30.7K -758 -4%
FHC
245
First Heartland Consultants
Missouri
$850K +$105K +2,586 +15%
RSWM
246
Robertson Stephens Wealth Management
California
$843K -$1.68M -41,620 -67%
EWA
247
ERTS Wealth Advisors
Michigan
$835K -$62.6K -1,547 -7%
SC
248
Scotia Capital
Ontario, Canada
$830K +$52.4K +1,295 +7%
F
249
F3Logic
Minnesota
$810K -$357K -8,833 -31%
FAM
250
Formidable Asset Management
Ohio
$809K +$768K +18,976 New