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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
301
Tennessee Valley Asset Management Partners
Tennessee
$3.15M +$1.41M +27,854 +91%
TCM
302
TD Capital Management
Tennessee
$3.15M +$21K +415 +0.7%
KBFS
303
Kohmann Bosshard Financial Services
Ohio
$3.12M -$16K -315 -0.5%
EFG
304
Ehrlich Financial Group
California
$3.11M +$2.93M +57,781 New
LWA
305
Lantern Wealth Advisors
New York
$3.07M +$2.89M +56,975 New
MFGM
306
Marshall Financial Group (Maryland)
Maryland
$3.06M -$18.8K -371 -0.6%
Cerity Partners
307
Cerity Partners
New York
$3.05M +$1.59M +31,402 +125%
TPWM
308
Twelve Points Wealth Management
Massachusetts
$3.02M -$1.27M -24,965 -31%
MWPCG
309
Measured Wealth Private Client Group
New Hampshire
$3M – – –
EWM
310
Echo Wealth Management
Minnesota
$3M -$682K -13,448 -20%
FAIM
311
Financial Advocates Investment Management
Washington
$2.98M -$783K -15,441 -22%
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$2.98M -$73.8K -1,456 -3%
VA
313
Valmark Advisers
Ohio
$2.98M +$94.6K +1,866 +3%
NFG
314
Northeast Financial Group
Pennsylvania
$2.94M +$1.5M +29,557 +118%
GPA
315
Guidance Point Advisors
Massachusetts
$2.91M -$461K -9,096 -14%
CV
316
Counterweight Ventures
North Carolina
$2.82M +$2.65M +52,322 New
RSS
317
Rosenblum Silverman Sutton
California
$2.81M -$290K -5,715 -10%
Northern Trust
318
Northern Trust
Illinois
$2.74M -$45.3K -893 -2%
William Blair & Company
319
William Blair & Company
Illinois
$2.74M +$2.69K +53 +0.1%
Lazard Asset Management
320
Lazard Asset Management
New York
$2.73M -$234K -4,622 -8%
AF
321
Allworth Financial
California
$2.71M +$142K +2,793 +6%
WCG
322
Weaver Consulting Group
California
$2.7M +$913 +18 +0%
FFS
323
Founders Financial Securities
Maryland
$2.69M +$2.53M +49,978 New
EWM
324
EPG Wealth Management
Georgia
$2.66M -$128K -2,519 -5%
IA
325
IFP Advisors
Florida
$2.64M -$98.9K -1,950 -4%