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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
276
Gladstone Institutional Advisory
Florida
$207K -$703K -18,254 -78%
CAM
277
Concorde Asset Management
Michigan
$207K -$39.7K -1,031 -16%
WMA
278
Wealth Management Associates
New Jersey
$201K +$198K +5,140 New
CW
279
CreativeOne Wealth
Kansas
$201K +$197K +5,123 New
PWP
280
Personal Wealth Partners
Minnesota
$199K
OIA
281
Optimum Investment Advisors
Illinois
$189K +$186K +4,825 New
AF
282
Advisornet Financial
Minnesota
$162K +$67.4K +1,750 +73%
GEA
283
Glen Eagle Advisors
New Jersey
$148K +$46.4K +1,205 +47%
BWA
284
BDO Wealth Advisors
Florida
$143K
TFS
285
TrustCore Financial Services
Tennessee
$137K
SIAS
286
Shine Investment Advisory Services
Colorado
$116K +$115K +2,976 New
AA
287
Advisory Alpha
Michigan
$107K +$108K +2,805 New
SQA
288
Simon Quick Advisors
New Jersey
$106K +$693 +18 +0.7%
Simplex Trading
289
Simplex Trading
Illinois
$90K +$69.3K +1,800 +359%
APA
290
American Portfolios Advisors
New York
$89.6K
GC
291
Grace Capital
Massachusetts
$86K -$30.2K -783 -26%
HFM
292
Hartford Financial Management
Connecticut
$81K
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$71K -$403K -10,465 -85%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$63K +$62K +1,609 New
SF
295
Synovus Financial
Georgia
$59K +$24.2K +629 +71%
FWM
296
Focused Wealth Management
New York
$58K +$57.1K +1,482 New
JGIA
297
Jackson Grant Investment Advisers
Connecticut
$57K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$56K -$1.85K -48 -3%
WT
299
Whittier Trust
California
$54K
RWG
300
Regal Wealth Group
California
$51K +$50.1K +1,300 New