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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
426
FAS Wealth Partners
Kansas
$37K – – –
BAM
427
Bellevue Asset Management
Washington
$32K – – –
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$31K -$347K -9,532 -92%
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$26K -$16.2K -446 -39%
LWM
430
Liberty Wealth Management
California
$26K – – –
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$145 +4 +0.6%
RIM
432
Rockbridge Investment Management
New York
$25K +$24.4K +670 New
FP
433
Financial Perspectives
Minnesota
$21.2K +$3.93K +108 +24%
AWMS
434
Advocacy Wealth Management Services
Georgia
$20K – – –
SIC
435
Salem Investment Counselors
North Carolina
$19K – – –
AWA
436
Arkadios Wealth Advisors
Georgia
$18.8K +$109 +3 +0.6%
BCM
437
Bourgeon Capital Management
Connecticut
$18K – – –
PFO
438
Pathstone Family Office
New Jersey
$16K +$14.7K +403 +2,121%
BBHC
439
Brown Brothers Harriman & Co
New York
$15K +$14K +386 New
MHR
440
Matthew Hamilton Rosenberg
$15K +$14.7K +404 New
First Manhattan
441
First Manhattan
New York
$15K +$15.1K +416 New
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K – – –
CCM
443
Covington Capital Management
California
$13K – – –
BFC
444
Bedel Financial Consulting
Indiana
$12K – – –
PCG
445
Private Capital Group
Connecticut
$11K – – –
TFGT
446
TS Financial Group (TSFG)
Illinois
$11K – – –
BWM
447
Baystate Wealth Management
Massachusetts
$11K +$73 +2 +0.7%
OC
448
Oakworth Capital
Alabama
$11K +$10.4K +286 New
TL
449
TrueWealth LLC
Georgia
$10K – – –
RCA
450
Ranch Capital Advisors
Florida
$10K +$36 +1 +0.4%