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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
451
Ellis Investment Partners
Pennsylvania
$987K -$244K -4,976 -20%
NCM
452
NCM Capital Management
New Jersey
$981K +$62.6K +1,275 +7%
BAM
453
Belpointe Asset Management
Nevada
$979K -$6.72K -137 -0.7%
GM
454
GeoWealth Management
Illinois
$971K -$1.71M -34,759 -64%
MMM
455
Mendel Money Management
Illinois
$968K +$32.8K +668 +4%
BIA
456
Biondo Investment Advisors
Pennsylvania
$966K -$23.1K -470 -2%
OIA
457
Optimum Investment Advisors
Illinois
$961K -$30.7K -625 -3%
LW
458
Linscomb Wealth
Texas
$957K -$44.1K -899 -4%
AAS
459
Annex Advisory Services
Wisconsin
$950K +$933K +18,999 New
NGA
460
Naples Global Advisors
Florida
$946K +$736 +15 +0.1%
CFS
461
CRA Financial Services
New Jersey
$944K – – –
MAM
462
McLean Asset Management
Virginia
$941K -$59.5K -1,213 -6%
SFSG
463
Sound Financial Strategies Group
Mississippi
$932K -$94.2K -1,919 -9%
VC
464
Veracity Capital
Georgia
$929K -$41.3K -842 -4%
AFG
465
AFS Financial Group
Maryland
$925K +$909K +18,508 New
GWM
466
GSB Wealth Management
Connecticut
$903K +$6.87K +140 +0.8%
IP
467
Investment Partners
Ohio
$903K -$148K -3,011 -14%
OFG
468
Oxford Financial Group
Indiana
$876K +$17.1K +348 +2%
CF
469
Centaurus Financial
California
$872K +$54.6K +1,112 +7%
FCFC
470
First Commonwealth Financial Corp
Pennsylvania
$871K +$108K +2,197 +14%
AWM
471
Axxcess Wealth Management
California
$860K +$479K +9,763 +131%
PTC
472
Private Trust Company
Ohio
$859K +$74.8K +1,523 +10%
RWA
473
Ropes Wealth Advisors
Massachusetts
$849K +$140K +2,844 +20%
BOPW
474
Brandywine Oak Private Wealth
Pennsylvania
$824K – – –
NCM
475
Northside Capital Management
Oregon
$819K +$804K +16,386 New
17 18
19
20 21