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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
451
Wealth Management Associates
New Jersey
$439K +$5.92K +118 +1%
IA
452
Insight Advisors
Pennsylvania
$433K +$10.8K +215 +3%
BPA
453
Beacon Pointe Advisors
California
$427K +$425K +8,476 New
DWM
454
Destination Wealth Management
California
$422K -$66.5K -1,325 -14%
FA
455
FDx Advisors
Illinois
$412K +$97K +1,933 +31%
AIM
456
Alhambra Investment Management
Florida
$410K -$9.78K -195 -2%
CG
457
Clarus Group
Texas
$408K -$12.6K -251 -3%
CPO
458
Cerity Partners OCIO
New York
$407K +$50.9K +1,014 +14%
SFA
459
Source Financial Advisors
New York
$405K +$20.8K +415 +5%
CCFM
460
Clear Creek Financial Management
Washington
$402K +$401K +7,991 New
CWAF
461
Core Wealth Advisors (Florida)
Florida
$392K +$2.51K +50 +0.6%
HDIM
462
Hanson & Doremus Investment Management
Vermont
$392K +$37.9K +756 +8%
PFWA
463
Paces Ferry Wealth Advisors
Georgia
$381K +$5.17K +103 +1%
AUB
464
Atlantic Union Bankshares
Virginia
$379K – – –
FIM
465
Freedom Investment Management
Connecticut
$375K +$11.6K +231 +3%
WCM
466
Whitener Capital Management
North Carolina
$374K +$373K +7,444 New
MP
467
McDonald Partners
Ohio
$373K +$1.46K +29 +0.4%
M&T Bank
468
M&T Bank
New York
$371K -$168K -3,339 -31%
WI
469
Wintrust Investments
Illinois
$369K -$1.77M -35,342 -83%
FCT
470
Family Capital Trust
Massachusetts
$368K – – –
MLIC
471
Mandatum Life Insurance Company
Finland
$368K – – –
MAM
472
McLean Asset Management
Virginia
$366K +$1.86K +37 +0.5%
NEPWA
473
New England Private Wealth Advisors
Massachusetts
$366K +$2.16K +43 +0.6%
PA
474
Planning Alternatives
Michigan
$359K -$20.6K -411 -5%
DSAM
475
Dock Street Asset Management
Florida
$359K – – –