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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
326
Twelve Points Wealth Management
Massachusetts
$3.4M -$42.2K -700 -1%
BPA
327
Beacon Pointe Advisors
California
$3.38M +$93.4K +1,549 +3%
MWM
328
MBE Wealth Management
Wisconsin
$3.37M -$283K -4,690 -8%
SSWM
329
Sheets Smith Wealth Management
North Carolina
$3.37M -$756K -12,547 -19%
GPA
330
Guidance Point Advisors
Massachusetts
$3.35M -$75.5K -1,252 -2%
FWM
331
Forza Wealth Management
Florida
$3.26M -$12.1K -200 -0.4%
HR
332
Howe & Rusling
New York
$3.25M -$105K -1,745 -3%
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$3.19M -$24.7K -410 -0.8%
FP
334
Financial Perspectives
Minnesota
$3.16M +$179K +2,969 +6%
WCG
335
Weaver Consulting Group
California
$3.15M
IA
336
IFP Advisors
Florida
$3.13M -$74.7K -1,239 -2%
Brown Advisory
337
Brown Advisory
Maryland
$3.04M +$555K +9,204 +23%
KWA
338
Kingswood Wealth Advisors
California
$3.03M +$1.4M +23,235 +93%
FHA
339
Flagship Harbor Advisors
Massachusetts
$2.99M +$99.8K +1,655 +4%
GS
340
GTS Securities
Florida
$2.98M +$2.87M +47,540 New
RSS
341
Rosenblum Silverman Sutton
California
$2.98M -$150K -2,485 -5%
SF
342
Synovus Financial
Georgia
$2.98M +$400K +6,638 +16%
SG
343
StoneX Group
New York
$2.91M +$184K +3,045 +7%
FIM
344
Fernwood Investment Management
Massachusetts
$2.9M -$3.23M -53,596 -54%
GLA
345
Good Life Advisors
Pennsylvania
$2.89M +$1.97M +32,677 +244%
IFG
346
Independent Financial Group
California
$2.87M +$68.5K +1,137 +3%
CA
347
Crewe Advisors
Utah
$2.85M +$8.98K +149 +0.3%
RA
348
RFG Advisory
Alabama
$2.85M -$103K -1,711 -4%
FFA
349
First Foundation Advisors
California
$2.83M +$686K +11,382 +34%
SIC
350
Samalin Investment Counsel
New York
$2.82M -$10.4K -172 -0.4%