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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$113K +$108K +2,675 New
CI
377
Cordant Inc
Oregon
$107K +$103K +2,550 New
WEC
378
Winslow Evans & Crocker
Massachusetts
$106K +$101K +2,500 New
SFS
379
Sowell Financial Services
Arkansas
$101K -$467K -11,557 -83%
RIA
380
Realta Investment Advisors
Delaware
$101K +$66.7K +1,650 +200%
Simplex Trading
381
Simplex Trading
Illinois
$87K -$8.49K -210 -9%
HFM
382
Hartford Financial Management
Connecticut
$87K – – –
AA
383
Ancora Advisors
Ohio
$83K +$79.5K +1,966 New
OPS
384
Orion Portfolio Solutions
Nebraska
$79K +$75.6K +1,870 New
AA
385
Advisory Alpha
Michigan
$77.9K -$39.1K -966 -34%
IFWM
386
Institute for Wealth Management
Colorado
$75K +$71.9K +1,777 New
EWM
387
EPG Wealth Management
Georgia
$72K +$69.7K +1,723 New
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$69K +$8.41K +208 +14%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$68K – – –
RFM
390
Royal Fund Management
Florida
$66K +$64.3K +1,590 New
ACM
391
Allred Capital Management
Texas
$65.8K +$63.3K +1,565 New
FWM
392
Focused Wealth Management
New York
$62K – – –
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$61K – – –
WT
394
Whittier Trust
California
$58K – – –
RWG
395
Regal Wealth Group
California
$55K – – –
BFO
396
Biltmore Family Office
North Carolina
$51K +$48.8K +1,207 New
LF
397
Lee Financial
Texas
$42K – – –
ST
398
Sageworth Trust
Pennsylvania
$42K – – –
FWP
399
FAS Wealth Partners
Kansas
$41K +$39.5K +977 New
BWM
400
BerganKDV Wealth Management
Minnesota
$39K -$12.5K -308 -25%