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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BerganKDV Wealth Management
Minnesota
$48K +$231 +6 +0.5%
LF
302
Lee Financial
Texas
$39K -$35.7K -927 -48%
ST
303
Sageworth Trust
Pennsylvania
$39K
SIC
304
Salem Investment Counselors
North Carolina
$35K +$34.1K +886 New
SCA
305
Stonebridge Capital Advisors
Minnesota
$34K
FGAM
306
Financial Gravity Asset Management
Texas
$34K +$33.5K +869 New
RIA
307
Realta Investment Advisors
Delaware
$33K +$15.4K +400 +94%
CIR
308
Clear Investment Research
Georgia
$27K -$193 -5 -0.7%
IFAM
309
Institutional & Family Asset Management
Colorado
$27K +$154 +4 +0.6%
LWM
310
Liberty Wealth Management
California
$27K +$26.3K +682 New
FCB
311
First Command Bank
Texas
$26K
FCFS
312
First Command Financial Services
Texas
$26K
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$8.94K -232 -30%
SWM
314
Selective Wealth Management
Virginia
$21K +$20.8K +541 New
AWMS
315
Advocacy Wealth Management Services
Georgia
$21K +$21.1K +547 New
1NWS
316
1 North Wealth Services
Maryland
$20K +$20.1K +522 New
BCM
317
Bourgeon Capital Management
Connecticut
$19K +$18.9K +490 New
FMP
318
Financial Management Professionals
Texas
$16K +$16.1K +418 New
CCM
319
Covington Capital Management
California
$14K
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$23.7K -615 -64%
KFS
321
Kelly Financial Services
Massachusetts
$12K
BFC
322
Bedel Financial Consulting
Indiana
$12K
PCG
323
Private Capital Group
Connecticut
$12K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$12K +$1.93K +50 +20%
GI
325
Gradient Investments
Minnesota
$12K +$11.3K +294 New