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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
451
Signet Financial Management
New Jersey
$275K -$76.8K -1,806 -23%
GAM
452
Geier Asset Management
Maryland
$274K +$257K +6,042 New
BW
453
Bison Wealth
Georgia
$269K – – –
MFG
454
Magnus Financial Group
New York
$269K +$255 +6 +0.1%
CWP
455
Concord Wealth Partners
Virginia
$267K +$253K +5,957 New
CCFM
456
Clear Creek Financial Management
Washington
$266K +$253K +5,942 New
SSI
457
Scott & Selber Inc
Texas
$264K +$23.4K +551 +10%
PWP
458
Principle Wealth Partners
Connecticut
$263K +$249K +5,858 New
BAM
459
Berkshire Asset Management
Pennsylvania
$260K -$21.3K -500 -8%
BF
460
BOK Financial
Oklahoma
$260K +$247K +5,808 New
SAA
461
Southeast Asset Advisors
Georgia
$258K -$53.4K -1,255 -18%
IWP
462
Icon Wealth Partners
Texas
$255K +$242K +5,697 New
BFEC
463
Benjamin F. Edwards & Company
Missouri
$252K +$723 +17 +0.3%
MCWS
464
McKinley Carter Wealth Services
West Virginia
$250K +$237K +5,583 New
APWA
465
Atlas Private Wealth Advisors
New Jersey
$246K +$4.29K +101 +2%
DWM
466
Darwin Wealth Management
Florida
$244K -$193K -4,536 -45%
SNT
467
Security National Trust
West Virginia
$244K – – –
NAM
468
NorthCoast Asset Management
Connecticut
$243K -$31.3K -737 -12%
HAIM
469
Hunter Associates Investment Management
Pennsylvania
$242K – – –
OIA
470
Optimum Investment Advisors
Illinois
$239K -$12.8K -300 -5%
ECG
471
Edge Capital Group
Georgia
$239K – – –
KF
472
Krilogy Financial
Missouri
$237K +$224K +5,278 New
PPP
473
Private Portfolio Partners
New Jersey
$235K +$223K +5,242 New
WA
474
Winfield Associates
Ohio
$234K – – –
RHP
475
Royal Harbor Partners
Texas
$230K +$1.36K +32 +0.6%
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19
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