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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
301
Whittier Trust
California
$54K – – –
RWG
302
Regal Wealth Group
California
$51K +$50.1K +1,300 New
BWM
303
BerganKDV Wealth Management
Minnesota
$48K +$231 +6 +0.5%
LF
304
Lee Financial
Texas
$39K -$35.7K -927 -48%
ST
305
Sageworth Trust
Pennsylvania
$39K – – –
SIC
306
Salem Investment Counselors
North Carolina
$35K +$34.1K +886 New
SCA
307
Stonebridge Capital Advisors
Minnesota
$34K – – –
FGAM
308
Financial Gravity Asset Management
Texas
$34K +$33.5K +869 New
RIA
309
Realta Investment Advisors
Delaware
$33K +$15.4K +400 +94%
CIR
310
Clear Investment Research
Georgia
$27K -$193 -5 -0.7%
IFAM
311
Institutional & Family Asset Management
Colorado
$27K +$154 +4 +0.6%
LWM
312
Liberty Wealth Management
California
$27K +$26.3K +682 New
FCB
313
First Command Bank
Texas
$26K – – –
FCFS
314
First Command Financial Services
Texas
$26K – – –
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$8.94K -232 -30%
SWM
316
Selective Wealth Management
Virginia
$21K +$20.8K +541 New
AWMS
317
Advocacy Wealth Management Services
Georgia
$21K +$21.1K +547 New
1NWS
318
1 North Wealth Services
Maryland
$20K +$20.1K +522 New
BCM
319
Bourgeon Capital Management
Connecticut
$19K +$18.9K +490 New
FMP
320
Financial Management Professionals
Texas
$16K +$16.1K +418 New
CCM
321
Covington Capital Management
California
$14K – – –
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$23.7K -615 -64%
KFS
323
Kelly Financial Services
Massachusetts
$12K – – –
BFC
324
Bedel Financial Consulting
Indiana
$12K – – –
PCG
325
Private Capital Group
Connecticut
$12K – – –
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13
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