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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WEC
376
Winslow Evans & Crocker
Massachusetts
$106K +$101K +2,500 New
SFS
377
Sowell Financial Services
Arkansas
$101K -$467K -11,557 -83%
RIA
378
Realta Investment Advisors
Delaware
$101K +$66.7K +1,650 +200%
Simplex Trading
379
Simplex Trading
Illinois
$87K -$8.49K -210 -9%
HFM
380
Hartford Financial Management
Connecticut
$87K
AA
381
Ancora Advisors
Ohio
$83K +$79.5K +1,966 New
OPS
382
Orion Portfolio Solutions
Nebraska
$79K +$75.6K +1,870 New
AA
383
Advisory Alpha
Michigan
$77.9K -$39.1K -966 -34%
IFWM
384
Institute for Wealth Management
Colorado
$75K +$71.9K +1,777 New
EWM
385
EPG Wealth Management
Georgia
$72K +$69.7K +1,723 New
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$69K +$8.41K +208 +14%
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$68K
RFM
388
Royal Fund Management
Florida
$66K +$64.3K +1,590 New
ACM
389
Allred Capital Management
Texas
$65.8K +$63.3K +1,565 New
FWM
390
Focused Wealth Management
New York
$62K
JGIA
391
Jackson Grant Investment Advisers
Connecticut
$61K
WT
392
Whittier Trust
California
$58K
RWG
393
Regal Wealth Group
California
$55K
BFO
394
Biltmore Family Office
North Carolina
$51K +$48.8K +1,207 New
LF
395
Lee Financial
Texas
$42K
ST
396
Sageworth Trust
Pennsylvania
$42K
FWP
397
FAS Wealth Partners
Kansas
$41K +$39.5K +977 New
BWM
398
BerganKDV Wealth Management
Minnesota
$39K -$12.5K -308 -25%
TI
399
tru Independence
Oregon
$37K +$45.6K +1,128 New
FGAM
400
Financial Gravity Asset Management
Texas
$36K -$404 -10 -1%