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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
301
Samalin Investment Counsel
New York
$599K +$21.6K +544 +4%
MAFM
302
Mid Atlantic Financial Management
Pennsylvania
$593K -$30.2K -759 -5%
SFG
303
StrategIQ Financial Group
Indiana
$592K +$3.1K +78 +0.5%
1IA
304
1834 Investment Advisors
Wisconsin
$586K
COF
305
Capital One Financial
Virginia
$577K -$237K -5,958 -29%
FA
306
FCG Advisors
New Jersey
$574K +$574K +14,435 New
William Blair & Company
307
William Blair & Company
Illinois
$571K +$125K +3,148 +28%
RPG
308
Resource Planning Group
Georgia
$568K +$567K +14,281 New
SFS
309
Sowell Financial Services
Arkansas
$565K -$18.8K -472 -3%
YWP
310
YorkBridge Wealth Partners
New York
$562K -$556 -14 -0.1%
TW
311
TrinityPoint Wealth
Connecticut
$551K +$109K +2,744 +25%
FMC
312
First Merchants Corp
Indiana
$550K +$549K +13,825 New
FFG
313
Ford Financial Group
California
$544K +$24.3K +612 +5%
MIAN
314
Mariner Independent Advisor Network
Kansas
$543K +$81.9K +2,061 +18%
CW
315
CreativeOne Wealth
Kansas
$536K +$33K +830 +7%
T. Rowe Price Associates
316
T. Rowe Price Associates
Maryland
$535K +$534K +13,439 New
IA
317
IFP Advisors
Florida
$533K -$70.8K -1,782 -12%
GM
318
GeoWealth Management
Illinois
$533K -$30.6K -770 -5%
PPW
319
Pasadena Private Wealth
California
$527K -$327K -8,220 -38%
EWA
320
ERTS Wealth Advisors
Michigan
$516K
RMAM
321
Raab & Moskowitz Asset Management
New Jersey
$512K -$49.9K -1,255 -9%
BOPW
322
Brandywine Oak Private Wealth
Pennsylvania
$511K -$12.9K -325 -2%
DAM
323
Deltec Asset Management
New York
$511K +$511K +12,850 New
HL
324
HeadInvest LLC
Maine
$508K
EIP
325
Ellis Investment Partners
Pennsylvania
$507K -$155K -3,902 -23%