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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
351
Texas Capital Bank Wealth Management Services
Texas
$319K – – –
CA
352
Calton & Associates
Florida
$311K -$47.9K -1,317 -14%
BFEC
353
Benjamin F. Edwards & Company
Missouri
$296K -$87.3K -2,401 -23%
AIM
354
Alhambra Investment Management
Florida
$293K +$4K +110 +1%
SL
355
Stevard LLC
Illinois
$291K -$17M -468,402 -98%
TCWM
356
Total Clarity Wealth Management
Illinois
$290K -$310K -8,517 -52%
SAM
357
SignalPoint Asset Management
Missouri
$290K +$1.82K +50 +0.7%
KMWM
358
Keudell/Morrison Wealth Management
Oregon
$289K +$279K +7,685 New
RWA
359
Redhawk Wealth Advisors
Minnesota
$285K -$2.54M -69,903 -90%
TCM
360
Tandem Capital Management
New Jersey
$280K -$26.2K -720 -9%
MLIC
361
Mandatum Life Insurance Company
Finland
$275K – – –
FCT
362
Family Capital Trust
Massachusetts
$274K – – –
FCA
363
FinTrust Capital Advisors
South Carolina
$274K +$19.8K +545 +8%
JHCP
364
Jackson Hole Capital Partners
Oklahoma
$272K – – –
GWM
365
Geneos Wealth Management
Colorado
$270K +$36.4K +1,000 +16%
AUB
366
Atlantic Union Bankshares
Virginia
$269K +$2.73K +75 +1%
GWMIA
367
Global Wealth Management Investment Advisory
Florida
$269K +$27.8K +764 +12%
MWM
368
Marietta Wealth Management
Georgia
$264K -$31.7K -871 -11%
SAA
369
Southeast Asset Advisors
Georgia
$264K +$255K +7,016 New
DWT
370
Dorsey & Whitney Trust
South Dakota
$263K -$3.42M -93,964 -93%
IWM
371
IHT Wealth Management
Illinois
$262K +$253K +6,964 New
GT
372
Greenleaf Trust
Michigan
$253K +$244K +6,722 New
ACG
373
Allen Capital Group
Nebraska
$250K -$10.3K -282 -4%
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$238K +$230K +6,323 New
BAM
375
Berkshire Asset Management
Pennsylvania
$237K – – –
13 14
15
16 17