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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
501
High Falls Advisors
New York
$268K -$45K -974 -15%
BCA
502
Bay Colony Advisors
Massachusetts
$266K +$254K +5,504 New
ACM
503
Advisors Capital Management
New Jersey
$266K +$255K +5,519 New
PPP
504
Private Portfolio Partners
New Jersey
$263K +$9.71K +210 +4%
SNT
505
Security National Trust
West Virginia
$263K – – –
HAIM
506
Hunter Associates Investment Management
Pennsylvania
$261K – – –
CCP
507
Corient Capital Partners
California
$258K +$247K +5,339 New
SEIA
508
Signature Estate & Investment Advisors
California
$256K -$73.9K -1,598 -23%
BFG
509
Berger Financial Group
Minnesota
$255K -$99.3K -2,149 -29%
RHP
510
Royal Harbor Partners
Texas
$247K – – –
HIP
511
HUB Investment Partners
Texas
$247K +$2.4K +52 +1%
AWMT
512
AAFMAA Wealth Management & Trust
North Carolina
$246K -$878 -19 -0.4%
CWA
513
Clarus Wealth Advisors
Arizona
$243K +$8.28K +179 +4%
SCM
514
SOL Capital Management
Maryland
$241K – – –
COF
515
Capital One Financial
Virginia
$238K -$151K -3,270 -40%
SFS
516
Summit Financial Strategies
Ohio
$235K – – –
BFEC
517
Benjamin F. Edwards & Company
Missouri
$233K -$37.5K -812 -14%
PFA
518
Pettinga Financial Advisors
Indiana
$232K -$276K -5,969 -55%
LWMG
519
Levy Wealth Management Group
Pennsylvania
$232K -$87.5K -1,892 -28%
RIA
520
Realta Investment Advisors
Delaware
$232K +$92 +2 +0%
FNWM
521
Financial Network Wealth Management
Utah
$227K – – –
V
522
Veritable
Delaware
$226K – – –
SAA
523
Southeast Asset Advisors
Georgia
$224K -$52.2K -1,130 -20%
MFW
524
Meristem Family Wealth
Minnesota
$220K – – –
SCA
525
Snowden Capital Advisors
New York
$219K -$2.31K -50 -1%
19 20
21
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