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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
401
AQR Capital Management
Connecticut
$3.18M +$1.39M +20,254 +79%
FFA
402
Farther Finance Advisors
California
$3.16M +$101K +1,465 +3%
RSS
403
Rosenblum Silverman Sutton
California
$3.14M -$129K -1,875 -4%
OBWA
404
Oak Barrel Wealth Advisory
Virginia
$3.11M +$3.08M +44,781 New
SPC
405
Spirepoint Private Client
Florida
$3.08M +$186K +2,700 +6%
SAM
406
Smartleaf Asset Management
Massachusetts
$3.06M +$314K +4,568 +12%
PFPG
407
Pinnacle Financial Partners (Georgia)
Georgia
$3.01M +$2.98M +43,405 New
GWMR
408
GC Wealth Management RIA
Massachusetts
$3M -$2.07M -30,171 -41%
FWA
409
FSC Wealth Advisors
New York
$3M
BBHC
410
Brown Brothers Harriman & Co
New York
$2.91M
LWL
411
Leo Wealth LLC
Texas
$2.86M +$2.61M +38,012 +1,180%
WAG
412
Winthrop Advisory Group
Massachusetts
$2.86M +$40.8K +593 +1%
PIA
413
Perennial Investment Advisors
California
$2.86M -$166K -2,413 -6%
TVAMP
414
Tennessee Valley Asset Management Partners
Tennessee
$2.84M +$35.7K +519 +1%
KBFS
415
Kohmann Bosshard Financial Services
Ohio
$2.84M -$4.95K -72 -0.2%
VA
416
VestGen Advisors
Illinois
$2.83M -$76K -1,106 -3%
OBWG
417
Onyx Bridge Wealth Group
New York
$2.83M -$402K -5,853 -13%
DWM
418
Diversify Wealth Management
Utah
$2.82M +$2.73M +39,723 New
CD
419
Capital Developers
North Carolina
$2.8M +$2.77M +40,318 New
CIBC World Market
420
CIBC World Market
Ontario, Canada
$2.79M +$83.7K +1,217 +3%
MWS
421
MFA Wealth Services
California
$2.79M -$75.5K -1,098 -3%
O3W
422
Omni 360 Wealth
New Jersey
$2.76M +$157K +2,288 +6%
CCWA
423
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.76M -$156K -2,275 -5%
MMPW
424
Mitchell McLeod Pugh & Williams
Alabama
$2.76M
GA
425
GSG Advisors
New Jersey
$2.75M +$9.63K +140 +0.4%