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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
501
Ranch Capital Advisors
Florida
$909K +$46.8K +922 +6%
SXL
502
Summit X LLC
Missouri
$897K +$8.87K +175 +1%
PHWM
503
Pine Harbor Wealth Management
Maryland
$876K +$825K +16,278 New
PAG
504
Paladin Advisory Group
Iowa
$874K +$20.4K +403 +3%
MGIA
505
Moneta Group Investment Advisors
Missouri
$873K -$87.1K -1,718 -10%
OFG
506
Oxford Financial Group
Indiana
$871K – – –
EFG
507
Ethos Financial Group
Pennsylvania
$868K -$6.53M -128,862 -89%
BOPW
508
Brandywine Oak Private Wealth
Pennsylvania
$867K – – –
MSWMA
509
Market Street Wealth Management Advisors
Indiana
$861K -$93.3K -1,840 -10%
AFAS
510
Acorn Financial Advisory Services
Virginia
$860K +$13.9K +274 +2%
BMCM
511
Bryn Mawr Capital Management
Pennsylvania
$859K -$16K -316 -2%
MCA
512
MSH Capital Advisors
Arizona
$855K -$381K -7,506 -32%
AWA
513
Arkadios Wealth Advisors
Georgia
$853K +$454K +8,953 +130%
BCA
514
Bay Colony Advisors
Massachusetts
$853K +$23.2K +457 +3%
KWA
515
Kingswood Wealth Advisors
California
$851K +$802K +15,821 New
GWMIA
516
Global Wealth Management Investment Advisory
Florida
$840K +$17.2K +340 +2%
SFSG
517
Sound Financial Strategies Group
Mississippi
$823K -$1.73M -34,056 -69%
IA
518
IFG Advisory
Georgia
$819K +$28.8K +568 +4%
HNWAG
519
High Net Worth Advisory Group
Florida
$819K – – –
PPW
520
Pasadena Private Wealth
California
$809K +$14.1K +278 +2%
SS
521
Simplicity Solutions
Minnesota
$799K – – –
CWP
522
Cyndeo Wealth Partners
Florida
$786K +$345K +6,799 +87%
MIA
523
MMBG Investment Advisors
Florida
$785K +$739K +14,580 New
CWP
524
Corepath Wealth Partners
Arizona
$782K – – –
RMAM
525
Raab & Moskowitz Asset Management
New Jersey
$774K -$1.98K -39 -0.3%
19 20
21
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