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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
326
Pinion Investment Advisors
Kansas
$784K +$202K +4,758 +37%
JCM
327
Jacobi Capital Management
Pennsylvania
$767K +$727K +17,098 +284,967%
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$765K +$44.6K +1,048 +7%
PA
329
Planning Alternatives
Michigan
$763K -$901K -21,204 -55%
UCFA
330
United Capital Financial Advisors
Texas
$753K -$71.6K -1,685 -9%
APA
331
American Portfolios Advisors
New York
$741K +$186K +4,373 +36%
SWP
332
Summit Wealth Partners
Florida
$736K +$4.29K +101 +0.6%
TCM
333
Towercrest Capital Management
Pennsylvania
$729K -$19K -446 -3%
KAM
334
Knightsbridge Asset Management
California
$728K +$245K +5,761 +55%
CAN
335
Claraphi Advisory Network
United States
$723K -$14.8K -347 -2%
FAM
336
Formidable Asset Management
Ohio
$723K
Bank of New York Mellon
337
Bank of New York Mellon
New York
$721K -$99.9K -2,349 -13%
William Blair & Company
338
William Blair & Company
Illinois
$716K +$69.5K +1,634 +11%
MWM
339
Meridian Wealth Management
Kentucky
$716K +$442K +10,386 +186%
IC
340
Inscription Capital
Texas
$714K
MSFS
341
Main Street Financial Solutions
Pennsylvania
$714K +$678K +15,939 New
WIA
342
World Investment Advisors
California
$701K +$85 +2 +0%
BSW
343
Buckingham Strategic Wealth
Missouri
$694K +$658K +15,485 New
AFG
344
Albion Financial Group
Utah
$691K -$1.26M -29,525 -66%
IF
345
Intrua Financial
Texas
$691K -$36.3K -855 -5%
OAM
346
Oak Asset Management
California
$691K +$2.76K +65 +0.4%
IA
347
IFP Advisors
Florida
$690K +$90.1K +2,120 +16%
IWS
348
Insight Wealth Strategies
California
$687K -$96.3K -2,266 -13%
MAFM
349
Mid Atlantic Financial Management
Pennsylvania
$677K +$50.1K +1,178 +8%
FFG
350
Ford Financial Group
California
$677K +$60.2K +1,415 +10%