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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Cranbrook Wealth Management
Michigan
$95K – – –
LFG
552
Larson Financial Group
Missouri
$85K +$277 +6 +0.3%
AIM
553
Anchor Investment Management
South Carolina
$81.5K – – –
KPCM
554
Kings Point Capital Management
New York
$81K +$77.8K +1,682 New
CAAS
555
Capital Asset Advisory Services
Michigan
$75K -$67.8K -1,466 -49%
MA
556
Montag & Associates
Georgia
$75K +$72.2K +1,562 New
CIR
557
Clear Investment Research
Georgia
$72K -$1.62K -35 -2%
FWM
558
Focused Wealth Management
New York
$72K – – –
JGIA
559
Jackson Grant Investment Advisers
Connecticut
$71K +$92 +2 +0.1%
HFA
560
Hoover Financial Advisors
Pennsylvania
$68K -$3.51K -76 -5%
TCWM
561
Total Clarity Wealth Management
Illinois
$67K +$64.4K +1,393 New
WT
562
Whittier Trust
California
$66K – – –
FP
563
Financial Perspectives
Minnesota
$63.6K +$27.3K +591 +81%
RWG
564
Regal Wealth Group
California
$63K – – –
TWM
565
Tradition Wealth Management
Minnesota
$61K – – –
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$60K +$6.2K +134 +12%
PP
567
PrairieView Partners
Minnesota
$56K – – –
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$139 +3 +0.3%
TWA
569
TCI Wealth Advisors
Arizona
$52K -$6.93K -150 -12%
BC
570
Bartlett & Co
Ohio
$52K +$49.7K +1,075 New
BCWM
571
Bartlett & Co Wealth Management
Ohio
$51.9K +$49.7K +1,075 New
SSC
572
Syverson Strege & Co
Iowa
$51K +$277 +6 +0.6%
SWG
573
Summit Wealth Group
Vermont
$50K +$47.5K +1,028 New
LF
574
Lee Financial
Texas
$49K – – –
GLLW
575
Graves Light Lenhart Wealth
Virginia
$48K – – –
21 22
23
24 25