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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
GSB Wealth Management
Connecticut
$900K +$862K +18,648 New
CFS
352
CRA Financial Services
New Jersey
$891K
UCFA
353
United Capital Financial Advisors
Texas
$886K +$71.7K +1,550 +9%
EP
354
Eudaimonia Partners
Tennessee
$871K +$8.88K +192 +1%
IP
355
Investment Partners
Ohio
$866K
IWM
356
IHT Wealth Management
Illinois
$858K +$410K +8,868 +100%
GWSG
357
GPS Wealth Strategies Group
Colorado
$847K -$47.1K -1,018 -5%
CFGS
358
Concourse Financial Group Securities
Alabama
$845K -$4.95M -106,972 -86%
VR
359
Viridian RIA
Washington
$844K
JCM
360
Jacobi Capital Management
Pennsylvania
$826K
GM
361
GeoWealth Management
Illinois
$816K -$65.9K -1,425 -8%
MIAN
362
Mariner Independent Advisor Network
Kansas
$806K -$110K -2,389 -13%
SWP
363
Summit Wealth Partners
Florida
$797K +$4.11K +89 +0.5%
Renaissance Technologies
364
Renaissance Technologies
New York
$787K +$754K +16,300 New
FAM
365
Formidable Asset Management
Ohio
$780K -$9.25K -200 -1%
IF
366
Intrua Financial
Texas
$780K +$10K +217 +1%
TCM
367
Towercrest Capital Management
Pennsylvania
$776K -$8.37K -181 -1%
CAN
368
Claraphi Advisory Network
United States
$774K -$4.39K -95 -0.6%
IA
369
IFP Advisors
Florida
$770K +$23.3K +505 +3%
IWC
370
Integrated Wealth Concepts
Massachusetts
$770K +$186K +4,013 +34%
IC
371
Inscription Capital
Texas
$769K
Bank of New York Mellon
372
Bank of New York Mellon
New York
$765K -$10.7K -231 -1%
WIA
373
World Investment Advisors
California
$765K +$139 +3 +0%
FFG
374
Ford Financial Group
California
$759K +$28.9K +625 +4%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$753K -$15.6K -337 -2%