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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
451
Corepath Wealth Partners
Arizona
$750K
RMAM
452
Raab & Moskowitz Asset Management
New Jersey
$745K +$62.3K +1,166 +9%
B
453
Bailard
California
$739K -$68.9K -1,290 -9%
PPW
454
Pasadena Private Wealth
California
$729K -$52K -973 -7%
RWP
455
RWA Wealth Partners
Massachusetts
$726K +$130K +2,429 +22%
HGERS
456
Householder Group Estate & Retirement Specialist
Arizona
$724K +$3.26K +61 +0.5%
FIM
457
Freedom Investment Management
Connecticut
$723K +$280K +5,245 +63%
AR
458
Apeiron RIA
Texas
$722K +$71K +1,330 +11%
T. Rowe Price Associates
459
T. Rowe Price Associates
Maryland
$718K
DIA
460
Davidson Investment Advisors
Montana
$716K +$301K +5,635 +73%
LI
461
LMCG Investments
Massachusetts
$710K +$710K +13,295 New
FAM
462
Formidable Asset Management
Ohio
$706K -$51.6K -967 -7%
SFG
463
StrategIQ Financial Group
Indiana
$704K -$18.7K -350 -3%
FPW
464
Flagship Private Wealth
Massachusetts
$699K
AFG
465
Albion Financial Group
Utah
$685K -$5.87K -110 -0.8%
RWA
466
Ropes Wealth Advisors
Massachusetts
$666K
IA
467
IFG Advisory
Georgia
$666K +$120K +2,242 +22%
EWA
468
ERTS Wealth Advisors
Michigan
$662K -$3.74K -70 -0.6%
EWA
469
EP Wealth Advisors
California
$660K -$203K -3,795 -23%
FFN
470
Focus Financial Network
Minnesota
$650K -$2.53M -47,430 -80%
LC
471
Lincoln Capital
Nebraska
$649K +$117K +2,190 +22%
MCWS
472
McKinley Carter Wealth Services
West Virginia
$643K +$74K +1,386 +13%
MFG
473
Magnus Financial Group
New York
$637K +$310K +5,799 +95%
AA
474
Advisory Alpha
Michigan
$628K +$628K +11,758 New
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$623K +$623K +11,670 New