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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
26
Mandatum Life Insurance Company
Finland
$389K +$391K +15,141 New
WP
27
WealthPLAN Partners
Nebraska
$350K +$877K +33,930 New
RJA
28
Raymond James & Associates
Florida
$348K +$350K +13,546 New
MFS
29
MSI Financial Services
Massachusetts
$347K +$185K +7,146 +112%
AIG
30
American International Group
New York
$345K +$252K +9,745 +265%
CCP
31
Cardan Capital Partners
Colorado
$341K +$343K +13,291 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$326K -$60.1K -2,327 -15%
RCAG
33
Rehmann Capital Advisory Group
Michigan
$282K +$25.8K +997 +10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$272K +$273K +10,581 New
BCI
35
Brinker Capital Investments
Pennsylvania
$143K +$4.52K +175 +3%
IA
36
IFP Advisors
Florida
$109K +$110K +4,240 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$91K +$13.2K +509 +17%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$46K +$46.7K +1,807 New
GWM
39
Gupta Wealth Management
California
$36K
TCM
40
TD Capital Management
Tennessee
$35K +$32.8K +1,268 +1,378%
NFG
41
Next Financial Group
Texas
$20K -$103K -3,990 -83%
Wells Fargo
42
Wells Fargo
California
$3K
MIAN
43
Mariner Independent Advisor Network
Kansas
-$731K -30,140 Closed
ICAS
44
Investors Capital Advisory Services
Massachusetts
-$230K -9,506 Closed
RIA
45
Regal Investment Advisors
Michigan
-$28K -1,160 Closed
Citigroup
46
Citigroup
New York
-$8.63K -334 -100%
BWFA
47
Baltimore-Washington Financial Advisors
Maryland
-$3K -125 Closed