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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3F
501
360 Financial
Minnesota
$688K – – –
PA
502
Parallel Advisors
California
$684K -$191K -3,888 -22%
OWA
503
Opal Wealth Advisors
New York
$670K +$192K +3,908 +41%
FAM
504
Formidable Asset Management
Ohio
$661K – – –
ESB
505
Essex Savings Bank
Connecticut
$649K +$71.2K +1,450 +13%
Corient Private Wealth
506
Corient Private Wealth
Florida
$647K +$635K +12,945 New
RIA
507
Regal Investment Advisors
Michigan
$644K -$89K -1,813 -12%
TFA
508
Tranquilli Financial Advisor
New Jersey
$641K -$39.8K -810 -6%
ST
509
Smithfield Trust
Pennsylvania
$641K +$8.69K +177 +1%
AA
510
Addison Advisors
Vermont
$639K -$182K -3,704 -22%
SFG
511
StrategIQ Financial Group
Indiana
$639K -$6.63K -135 -1%
AFG
512
Albion Financial Group
Utah
$639K – – –
T. Rowe Price Associates
513
T. Rowe Price Associates
Maryland
$632K – – –
FFN
514
Focus Financial Network
Minnesota
$632K +$80.3K +1,635 +15%
RCAG
515
Rehmann Capital Advisory Group
Michigan
$631K +$149K +3,036 +32%
HFA
516
High Falls Advisors
New York
$626K -$227K -4,631 -27%
EFH
517
Eaton Financial Holdings
Florida
$611K +$600K +12,217 New
HSA
518
HBK Sorce Advisory
Pennsylvania
$610K +$327K +6,656 +120%
AIP
519
ARS Investment Partners
New York
$599K +$20.6K +420 +4%
GWMIA
520
Global Wealth Management Investment Advisory
Florida
$591K +$52.7K +1,073 +10%
FPW
521
Flagship Private Wealth
Massachusetts
$591K +$49 +1 +0%
RC
522
Rovin Capital
Arizona
$590K -$1.52K -31 -0.3%
CFG
523
Carr Financial Group
Massachusetts
$587K +$576K +11,742 New
CPWMP
524
Cardinal Point Wealth Management Partners
California
$575K +$295 +6 +0.1%
CPCM
525
Cardinal Point Capital Management
Ontario, Canada
$575K +$564K +11,497 New