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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
526
Private Trust Company
Ohio
$774K -$220K -4,346 -23%
QPWM
527
Quadrant Private Wealth Management
Pennsylvania
$770K +$43.9K +865 +6%
AFO
528
Arrowroot Family Office
California
$769K +$8.11K +160 +1%
APA
529
Astoria Portfolio Advisors
New York
$763K -$129K -2,550 -16%
SFG
530
Sunburst Financial Group
Alabama
$749K +$706K +13,917 New
PB
531
Pinnacle Bancorp
Nebraska
$748K -$1.88K -37 -0.3%
CAM
532
Creekmur Asset Management
Illinois
$748K +$705K +13,906 New
VC
533
Veracity Capital
Georgia
$746K +$101K +1,988 +17%
GW
534
GW & Wade
Massachusetts
$736K – – –
AAS
535
Annex Advisory Services
Wisconsin
$734K -$167K -3,301 -19%
RC
536
Rovin Capital
Arizona
$730K -$15.6K -307 -2%
MSFS
537
Main Street Financial Solutions
Pennsylvania
$725K +$71.2K +1,405 +12%
WE
538
Wealth Effects
Massachusetts
$723K +$304K +5,999 +81%
MAM
539
MWA Asset Management
Massachusetts
$716K +$167K +3,302 +33%
WF
540
Warner Financial
Maryland
$711K +$9.84K +194 +1%
IAIM
541
International Assets Investment Management
Florida
$709K +$668K +13,172 New
OWA
542
Opal Wealth Advisors
New York
$706K +$4.21K +83 +0.6%
CMS
543
Capital Market Strategies
Florida
$702K -$34K -671 -5%
BWM
544
BKM Wealth Management
Wisconsin
$701K +$661K +13,032 New
TSS
545
Two Sigma Securities
New York
$700K +$660K +13,007 New
EFA
546
Evernest Financial Advisors
Indiana
$699K +$659K +12,992 New
PWMAG
547
Pinnacle Wealth Management Advisory Group
New Jersey
$698K +$6.44K +127 +1%
ST
548
Smithfield Trust
Pennsylvania
$696K – – –
LC
549
Lincoln Capital
Nebraska
$695K +$101 +2 +0%
HSG
550
Helen Stephens Group
Texas
$688K -$77.7K -1,532 -11%
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