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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
501
New Capital Management
Texas
$914K – – –
RCA
502
Ranch Capital Advisors
Florida
$909K +$46.8K +922 +6%
SXL
503
Summit X LLC
Missouri
$897K +$8.87K +175 +1%
PHWM
504
Pine Harbor Wealth Management
Maryland
$876K +$825K +16,278 New
PAG
505
Paladin Advisory Group
Iowa
$874K +$20.4K +403 +3%
MGIA
506
Moneta Group Investment Advisors
Missouri
$873K -$87.1K -1,718 -10%
OFG
507
Oxford Financial Group
Indiana
$871K – – –
EFG
508
Ethos Financial Group
Pennsylvania
$868K -$6.53M -128,862 -89%
BOPW
509
Brandywine Oak Private Wealth
Pennsylvania
$867K – – –
MSWMA
510
Market Street Wealth Management Advisors
Indiana
$861K -$93.3K -1,840 -10%
AFAS
511
Acorn Financial Advisory Services
Virginia
$860K +$13.9K +274 +2%
BMCM
512
Bryn Mawr Capital Management
Pennsylvania
$859K -$16K -316 -2%
MCA
513
MSH Capital Advisors
Arizona
$855K -$381K -7,506 -32%
AWA
514
Arkadios Wealth Advisors
Georgia
$853K +$454K +8,953 +130%
BCA
515
Bay Colony Advisors
Massachusetts
$853K +$23.2K +457 +3%
KWA
516
Kingswood Wealth Advisors
California
$851K +$802K +15,821 New
GWMIA
517
Global Wealth Management Investment Advisory
Florida
$840K +$17.2K +340 +2%
SFSG
518
Sound Financial Strategies Group
Mississippi
$823K -$1.73M -34,056 -69%
IA
519
IFG Advisory
Georgia
$819K +$28.8K +568 +4%
HNWAG
520
High Net Worth Advisory Group
Florida
$819K – – –
PPW
521
Pasadena Private Wealth
California
$809K +$14.1K +278 +2%
SS
522
Simplicity Solutions
Minnesota
$799K – – –
CWP
523
Cyndeo Wealth Partners
Florida
$786K +$345K +6,799 +87%
MIA
524
MMBG Investment Advisors
Florida
$785K +$739K +14,580 New
CWP
525
Corepath Wealth Partners
Arizona
$782K – – –
19 20
21
22 23