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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
551
Smartleaf Asset Management
Massachusetts
$977K +$924K +15,323 +4,480%
BBHC
552
Brown Brothers Harriman & Co
New York
$977K +$3.62K +60 +0.4%
IIA
553
IPG Investment Advisors
California
$976K – – –
AFAS
554
Acorn Financial Advisory Services
Virginia
$976K +$30.6K +508 +3%
BCA
555
Bay Colony Advisors
Massachusetts
$972K -$20.4K -338 -2%
FCH
556
Freestone Capital Holdings
Washington
$969K +$932K +15,454 New
SAG
557
SageView Advisory Group
California
$959K -$305K -5,052 -25%
PPW
558
Pasadena Private Wealth
California
$945K -$3.56K -59 -0.4%
VNA
559
Valley National Advisers
Pennsylvania
$933K -$103K -1,714 -10%
TF
560
Trek Financial
Arizona
$927K +$600K +9,948 +206%
WIP
561
WealthCare Investment Partners
Rhode Island
$924K -$89.2K -1,479 -9%
CWP
562
Cyndeo Wealth Partners
Florida
$920K -$61.2K -1,015 -6%
OWA
563
Opal Wealth Advisors
New York
$919K +$70.3K +1,167 +9%
MSFS
564
Main Street Financial Solutions
Pennsylvania
$907K -$3.8K -63 -0.4%
APW
565
Aurora Private Wealth
New Jersey
$901K +$1.69K +28 +0.2%
MSWMA
566
Market Street Wealth Management Advisors
Indiana
$901K -$40.7K -675 -4%
HSG
567
Helen Stephens Group
Texas
$900K +$95.5K +1,585 +12%
DW30
568
Drucker Wealth 3.0
New Jersey
$898K -$125K -2,070 -13%
CFO
569
CVA Family Office
Colorado
$887K +$49.4K +819 +6%
SL
570
Sentinus LLC
Illinois
$881K -$86K -1,427 -9%
FNT
571
First National Trust
Pennsylvania
$874K +$262K +4,354 +45%
SFS
572
Sowell Financial Services
Arkansas
$869K +$144K +2,384 +21%
MAM
573
MWA Asset Management
Massachusetts
$866K -$14K -233 -2%
SFSG
574
Sound Financial Strategies Group
Mississippi
$853K +$5.85K +97 +0.7%
AL
575
Aspiriant LLC
California
$844K – – –
21 22
23
24 25