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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
501
Sequent Planning
Nebraska
$999K +$956K +17,213 New
GWM
502
GSB Wealth Management
Connecticut
$994K -$18.8K -339 -2%
EFG
503
Ethos Financial Group
Pennsylvania
$990K +$49.4K +890 +6%
SXL
504
Summit X LLC
Missouri
$986K +$17.7K +318 +2%
NCM
505
New Capital Management
Texas
$986K – – –
WIP
506
WealthCare Investment Partners
Rhode Island
$984K -$286K -5,155 -23%
VCM
507
Virtue Capital Management
Tennessee
$973K +$963K +17,339 New
VNA
508
Valley National Advisers
Pennsylvania
$965K -$65.7K -1,183 -7%
AWMG
509
Alliance Wealth Management Group
New Jersey
$957K +$253K +4,557 +38%
ESB
510
Essex Savings Bank
Connecticut
$949K – – –
OFG
511
Oxford Financial Group
Indiana
$940K – – –
PAG
512
Paladin Advisory Group
Iowa
$936K -$1.72K -31 -0.2%
BOPW
513
Brandywine Oak Private Wealth
Pennsylvania
$935K – – –
SIM
514
Stratos Investment Management
Ohio
$935K +$894K +16,096 New
HH
515
Hilltop Holdings
Texas
$929K +$888K +15,997 New
BCA
516
Bay Colony Advisors
Massachusetts
$921K +$1.17K +21 +0.1%
HIC
517
Hartline Investment Corp
Illinois
$921K +$881K +15,864 New
IC
518
Inscription Capital
Texas
$917K +$389K +7,000 +80%
BSW
519
Buckingham Strategic Wealth
Missouri
$914K -$619K -11,151 -41%
MSWMA
520
Market Street Wealth Management Advisors
Indiana
$912K -$15.8K -285 -2%
AFAS
521
Acorn Financial Advisory Services
Virginia
$909K -$17.1K -308 -2%
PPW
522
Pasadena Private Wealth
California
$900K +$26.6K +479 +3%
RC
523
Rovin Capital
Arizona
$894K +$102K +1,843 +14%
IA
524
IFG Advisory
Georgia
$891K +$7.11K +128 +0.8%
TFA
525
Tranquilli Financial Advisor
New Jersey
$890K +$447K +8,060 +111%
19 20
21
22 23