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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
501
Golden State Equity Partners
California
$296K +$295K +5,884 New
FFA
502
First Foundation Advisors
California
$287K – – –
AF
503
Advisornet Financial
Minnesota
$287K +$1.61K +32 +0.6%
GAM
504
Geier Asset Management
Maryland
$286K -$20.2K -403 -7%
VAM
505
Verity Asset Management
North Carolina
$286K +$1.2K +24 +0.4%
WA
506
Winfield Associates
Ohio
$286K +$2.51K +50 +0.9%
HWMA
507
Heritage Wealth Management (Arizona)
Arizona
$283K -$3.16K -63 -1%
WSFS
508
Wilmington Savings Fund Society
Delaware
$282K -$31.1K -620 -10%
PPP
509
Private Portfolio Partners
New Jersey
$278K +$3.81K +76 +1%
SNT
510
Security National Trust
West Virginia
$275K – – –
APWA
511
Atlas Private Wealth Advisors
New Jersey
$272K -$24K -479 -8%
HAIM
512
Hunter Associates Investment Management
Pennsylvania
$272K – – –
RIA
513
Realta Investment Advisors
Delaware
$270K +$27.7K +553 +11%
CBFP
514
Cedar Brook Financial Partners
Ohio
$269K -$172K -3,420 -39%
CCP
515
Corient Capital Partners
California
$269K – – –
AWMT
516
AAFMAA Wealth Management & Trust
North Carolina
$269K +$12.2K +244 +5%
TPWA
517
TRUE Private Wealth Advisors
Oregon
$268K +$267K +5,327 New
SF
518
Symphony Financial
Texas
$263K -$41.8K -834 -14%
RHP
519
Royal Harbor Partners
Texas
$263K +$5.12K +102 +2%
ASBI
520
American State Bank (Iowa)
Iowa
$262K +$69K +1,376 +36%
RC
521
Randolph Company
Ohio
$262K +$261K +5,195 New
ACM
522
Advisors Capital Management
New Jersey
$260K -$18.3K -365 -7%
FA
523
FMA Advisory
Pennsylvania
$258K +$30K +597 +13%
CWA
524
Clarus Wealth Advisors
Arizona
$257K +$4.97K +99 +2%
MSAM
525
Moloney Securities Asset Management
Missouri
$255K -$5.36M -106,870 -95%
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