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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Personal Wealth Partners
Minnesota
$194K +$191K +5,085 New
TA
252
TCG Advisors
Texas
$193K +$111K +2,962 +144%
GRP
253
Global Retirement Partners
California
$156K +$133K +3,559 +691%
CWA
254
Clarus Wealth Advisors
Arizona
$142K +$40.2K +1,073 +41%
BWA
255
BDO Wealth Advisors
Florida
$139K +$52.1K +1,390 +62%
CF
256
Centaurus Financial
California
$138K +$135K +3,605 New
TFS
257
TrustCore Financial Services
Tennessee
$134K +$88.1K +2,350 +203%
CI
258
CX Institutional
Indiana
$130K +$127K +3,393 New
GC
259
Grace Capital
Massachusetts
$110K +$29.3K +783 +36%
SQA
260
Simon Quick Advisors
New Jersey
$103K +$600 +16 +0.6%
GEA
261
Glen Eagle Advisors
New Jersey
$98.6K +$79.7K +2,126 +466%
EWM
262
Executive Wealth Management
Michigan
$98K +$82.7K +2,205 +630%
AF
263
Advisornet Financial
Minnesota
$91K +$12.2K +326 +16%
APA
264
American Portfolios Advisors
New York
$87.5K
HFM
265
Hartford Financial Management
Connecticut
$79K
TRCT
266
Tower Research Capital (TRC)
New York
$77K +$48.2K +1,286 +175%
LF
267
Lee Financial
Texas
$74K
LPWM
268
Lake Point Wealth Management
Texas
$68K
VFA
269
Valeo Financial Advisors
Indiana
$61K +$59.7K +1,592 New
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$57K -$20.5K -547 -27%
JGIA
271
Jackson Grant Investment Advisers
Connecticut
$56K +$54.5K +1,455 New
WT
272
Whittier Trust
California
$52K
BWM
273
BerganKDV Wealth Management
Minnesota
$47K +$225 +6 +0.5%
PFO
274
Pathstone Family Office
New Jersey
$40K +$225 +6 +0.6%
ST
275
Sageworth Trust
Pennsylvania
$38K