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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Collaborative Wealth Management
Florida
$379K +$401K +7,951 New
ML
552
McAdam LLC
Pennsylvania
$378K +$158K +3,130 +65%
FSA
553
Fort Sheridan Advisors
Illinois
$372K +$57.1K +1,132 +17%
FNWM
554
Financial Network Wealth Management
Utah
$369K – – –
HCA
555
Heck Capital Advisors
Wisconsin
$362K -$6.13M -121,484 -94%
WI
556
Wintrust Investments
Illinois
$362K +$108K +2,142 +39%
ASBI
557
American State Bank (Iowa)
Iowa
$360K +$35.5K +704 +10%
CWAF
558
Core Wealth Advisors (Florida)
Florida
$357K -$119K -2,351 -24%
MP
559
McDonald Partners
Ohio
$357K – – –
CPO
560
Cerity Partners OCIO
New York
$357K +$605 +12 +0.2%
GC
561
Grimes & Company
Massachusetts
$356K – – –
SFS
562
Security Financial Services
Indiana
$355K – – –
WS
563
Wedbush Securities
California
$353K -$14.1K -280 -4%
CF
564
Copperwynd Financial
Arizona
$352K -$35.3K -700 -9%
WAG
565
Winthrop Advisory Group
Massachusetts
$352K -$17.5K -348 -4%
TCM
566
Tandem Capital Management
New Jersey
$352K – – –
TPWM
567
Twelve Points Wealth Management
Massachusetts
$351K -$46.3K -918 -11%
FCT
568
Family Capital Trust
Massachusetts
$348K – – –
PWM
569
Perigon Wealth Management
California
$348K – – –
SXL
570
Summit X LLC
Missouri
$347K -$193K -3,823 -34%
PFWA
571
Paces Ferry Wealth Advisors
Georgia
$347K -$26K -515 -7%
CB
572
Commerce Bank
Missouri
$347K -$3.48K -69 -0.9%
WPC
573
Wedmont Private Capital
Pennsylvania
$347K – – –
EWM
574
Evermay Wealth Management
Virginia
$346K -$69.5K -1,378 -16%
SFA
575
Source Financial Advisors
New York
$346K -$12.8K -253 -3%
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