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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
Mattern Capital Management
Colorado
$517K -$92.9K -1,741 -16%
OWA
502
Opal Wealth Advisors
New York
$515K +$494K +9,263 New
IAG
503
Investment Advisory Group
Massachusetts
$515K +$511K +9,582 New
BO
504
BRR OpCo
Ohio
$512K +$320 +6 +0.1%
BBHC
505
Brown Brothers Harriman & Co
New York
$500K – – –
JHCP
506
Jackson Hole Capital Partners
Oklahoma
$494K – – –
GP
507
Girard Partners
Pennsylvania
$488K -$3.36K -63 -0.7%
WMA
508
Wealth Management Associates
New Jersey
$487K +$160 +3 +0%
CAAM
509
Cornerstone Advisors Asset Management
Pennsylvania
$486K +$467K +8,748 New
GW
510
GW & Wade
Massachusetts
$485K +$53.4K +1,000 +13%
VVP
511
Venture Visionary Partners
Ohio
$484K – – –
AWM
512
Avaii Wealth Management
Wisconsin
$479K +$460K +8,621 New
SAM
513
Silvercrest Asset Management
New York
$477K +$1.44K +27 +0.3%
CWAF
514
Core Wealth Advisors (Florida)
Florida
$477K +$27.1K +507 +6%
NP
515
NorthRock Partners
Minnesota
$471K +$452K +8,472 New
HDIM
516
Hanson & Doremus Investment Management
Vermont
$466K – – –
YWP
517
YorkBridge Wealth Partners
New York
$463K -$131K -2,463 -23%
DWM
518
Destination Wealth Management
California
$460K +$1.17K +22 +0.3%
FIM
519
Freedom Investment Management
Connecticut
$460K +$16K +300 +4%
KWM
520
Keebeck Wealth Management
Illinois
$459K +$82.6K +1,547 +23%
SSI
521
Scott & Selber Inc
Texas
$456K -$94.5K -1,770 -18%
CWM
522
Collaborative Wealth Management
Florida
$455K +$437K +8,181 New
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$451K +$49.2K +922 +13%
CF
524
Copperwynd Financial
Arizona
$450K -$7.31K -137 -2%
MWM
525
Mascoma Wealth Management
New Hampshire
$442K – – –