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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Berger Financial Group
Minnesota
$253K -$13.2K -264 -5%
SCM
527
SOL Capital Management
Maryland
$252K – – –
HIS
528
Horizon Investment Services
Indiana
$252K +$251K +4,999 New
First Manhattan
529
First Manhattan
New York
$251K +$251K +5,000 New
SFS
530
Summit Financial Strategies
Ohio
$245K – – –
ZIM
531
Zacks Investment Management
Illinois
$243K +$242K +4,828 New
OPS
532
Orion Portfolio Solutions
Nebraska
$241K +$21.4K +426 +10%
SW
533
SVB Wealth
Massachusetts
$234K +$233K +4,642 New
SAA
534
Southeast Asset Advisors
Georgia
$233K – – –
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$231K +$48K +957 +26%
V
536
Veritable
Delaware
$229K -$6.97K -139 -3%
SCA
537
Snowden Capital Advisors
New York
$229K – – –
CS
538
Credit Suisse
Switzerland
$226K +$225K +4,480 New
SFO
539
Stokes Family Office
Louisiana
$223K +$222K +4,428 New
ESB
540
Essex Savings Bank
Connecticut
$220K +$217K +4,323 New
S
541
SignatureFD
Georgia
$219K +$452 +9 +0.2%
LGWM
542
Litman Gregory Wealth Management
California
$219K +$11K +219 New
KF
543
Krilogy Financial
Missouri
$212K – – –
ATC
544
Argent Trust Co
Tennessee
$211K +$210K +4,181 New
SFP
545
Sandbox Financial Partners
Maryland
$211K +$210K +4,183 New
Deutsche Bank
546
Deutsche Bank
Germany
$210K +$210K +4,179 New
COF
547
Capital One Financial
Virginia
$208K -$40.2K -801 -16%
SW
548
SteelPeak Wealth
California
$207K -$16K -319 -7%
GCAC
549
Guardian Capital Advisors (Canada)
Ontario, Canada
$204K +$201K +4,000 New
MIC
550
Means Investment Company
Maine
$204K +$203K +4,043 New