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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
526
Evergreen Capital Management
Washington
$441K – – –
AFAS
527
Acorn Financial Advisory Services
Virginia
$436K +$107K +2,004 +34%
PFA
528
Pettinga Financial Advisors
Indiana
$435K -$34.3K -642 -8%
DIA
529
Dana Investment Advisors
Wisconsin
$435K +$418K +7,828 New
SFA
530
Source Financial Advisors
New York
$432K -$4.32K -81 -1%
DIA
531
Davidson Investment Advisors
Montana
$431K -$18.9K -354 -4%
FNWM
532
Financial Network Wealth Management
Utah
$430K -$20.1K -377 -5%
CPO
533
Cerity Partners OCIO
New York
$430K -$4.64K -87 -1%
T
534
TCWP
Ohio
$430K +$413K +7,741 New
CRWM
535
Castle Rock Wealth Management
California
$428K +$23.8K +446 +6%
WAG
536
Winthrop Advisory Group
Massachusetts
$428K +$114K +2,136 +38%
SSWM
537
Sheets Smith Wealth Management
North Carolina
$427K -$67.8K -1,270 -14%
PFWA
538
Paces Ferry Wealth Advisors
Georgia
$425K +$7.79K +146 +2%
PWM
539
Perigon Wealth Management
California
$421K +$404K +7,573 New
SFS
540
Security Financial Services
Indiana
$418K +$401K +7,516 New
GC
541
Grimes & Company
Massachusetts
$416K – – –
AUB
542
Atlantic Union Bankshares
Virginia
$415K -$2.94K -55 -0.7%
IA
543
Insight Advisors
Pennsylvania
$413K -$51K -956 -11%
MLIC
544
Mandatum Life Insurance Company
Finland
$407K – – –
FCT
545
Family Capital Trust
Massachusetts
$406K – – –
NEPWA
546
New England Private Wealth Advisors
Massachusetts
$406K +$2.19K +41 +0.6%
CB
547
Commerce Bank
Missouri
$405K -$114K -2,131 -23%
SAM
548
SignalPoint Asset Management
Missouri
$405K – – –
WPC
549
Wedmont Private Capital
Pennsylvania
$405K +$389K +7,286 New
WCM
550
Whitener Capital Management
North Carolina
$405K +$390K +7,300 New
20 21
22
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