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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
251
Global Wealth Management Investment Advisory
Florida
$211K +$49.5K +1,320 +31%
ECG
252
Edge Capital Group
Georgia
$204K +$200K +5,339 New
PWP
253
Personal Wealth Partners
Minnesota
$194K +$191K +5,085 New
TA
254
TCG Advisors
Texas
$193K +$111K +2,962 +144%
GRP
255
Global Retirement Partners
California
$156K +$133K +3,559 +691%
CWA
256
Clarus Wealth Advisors
Arizona
$142K +$40.2K +1,073 +41%
BWA
257
BDO Wealth Advisors
Florida
$139K +$52.1K +1,390 +62%
CF
258
Centaurus Financial
California
$138K +$135K +3,605 New
TFS
259
TrustCore Financial Services
Tennessee
$134K +$88.1K +2,350 +203%
CI
260
CX Institutional
Indiana
$130K +$127K +3,393 New
GC
261
Grace Capital
Massachusetts
$110K +$29.3K +783 +36%
SQA
262
Simon Quick Advisors
New Jersey
$103K +$600 +16 +0.6%
GEA
263
Glen Eagle Advisors
New Jersey
$98.6K +$79.7K +2,126 +466%
EWM
264
Executive Wealth Management
Michigan
$98K +$82.7K +2,205 +630%
AF
265
Advisornet Financial
Minnesota
$91K +$12.2K +326 +16%
APA
266
American Portfolios Advisors
New York
$87.5K – – –
HFM
267
Hartford Financial Management
Connecticut
$79K – – –
TRCT
268
Tower Research Capital (TRC)
New York
$77K +$48.2K +1,286 +175%
LF
269
Lee Financial
Texas
$74K – – –
LPWM
270
Lake Point Wealth Management
Texas
$68K – – –
VFA
271
Valeo Financial Advisors
Indiana
$61K +$59.7K +1,592 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$57K -$20.5K -547 -27%
JGIA
273
Jackson Grant Investment Advisers
Connecticut
$56K +$54.5K +1,455 New
WT
274
Whittier Trust
California
$52K – – –
BWM
275
BerganKDV Wealth Management
Minnesota
$47K +$225 +6 +0.5%