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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$684K -$191K -3,888 -22%
OWA
502
Opal Wealth Advisors
New York
$670K +$192K +3,908 +41%
FAM
503
Formidable Asset Management
Ohio
$661K
ESB
504
Essex Savings Bank
Connecticut
$649K +$71.2K +1,450 +13%
Corient Private Wealth
505
Corient Private Wealth
Florida
$647K +$635K +12,945 New
RIA
506
Regal Investment Advisors
Michigan
$644K -$89K -1,813 -12%
TFA
507
Tranquilli Financial Advisor
New Jersey
$641K -$39.8K -810 -6%
ST
508
Smithfield Trust
Pennsylvania
$641K +$8.69K +177 +1%
AA
509
Addison Advisors
Vermont
$639K -$182K -3,704 -22%
SFG
510
StrategIQ Financial Group
Indiana
$639K -$6.63K -135 -1%
AFG
511
Albion Financial Group
Utah
$639K
T. Rowe Price Associates
512
T. Rowe Price Associates
Maryland
$632K
FFN
513
Focus Financial Network
Minnesota
$632K +$80.3K +1,635 +15%
RCAG
514
Rehmann Capital Advisory Group
Michigan
$631K +$149K +3,036 +32%
HFA
515
High Falls Advisors
New York
$626K -$227K -4,631 -27%
EFH
516
Eaton Financial Holdings
Florida
$611K +$600K +12,217 New
HSA
517
HBK Sorce Advisory
Pennsylvania
$610K +$327K +6,656 +120%
AIP
518
ARS Investment Partners
New York
$599K +$20.6K +420 +4%
GWMIA
519
Global Wealth Management Investment Advisory
Florida
$591K +$52.7K +1,073 +10%
FPW
520
Flagship Private Wealth
Massachusetts
$591K +$49 +1 +0%
RC
521
Rovin Capital
Arizona
$590K -$1.52K -31 -0.3%
CFG
522
Carr Financial Group
Massachusetts
$587K +$576K +11,742 New
CPWMP
523
Cardinal Point Wealth Management Partners
California
$575K +$295 +6 +0.1%
CPCM
524
Cardinal Point Capital Management
Ontario, Canada
$575K +$564K +11,497 New
HL
525
HeadInvest LLC
Maine
$572K +$24.5K +500 +5%