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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
601
BMS Financial Advisors
South Dakota
$290K +$279K +5,220 New
TIA
602
Traphagen Investment Advisors
New Jersey
$285K -$64.9K -1,217 -19%
MFM
603
Mirsky Financial Management
New York
$284K -$3.31K -62 -1%
AIM
604
Alhambra Investment Management
Florida
$279K -$146K -2,730 -35%
NAS
605
Nicolet Advisory Services
Wisconsin
$279K +$268K +5,021 New
SCM
606
SOL Capital Management
Maryland
$278K
BPA
607
Beacon Pointe Advisors
California
$277K -$42.2K -790 -14%
CWA
608
Clearview Wealth Advisors
Oregon
$275K +$74.3K +1,392 +39%
Principal Financial Group
609
Principal Financial Group
Iowa
$272K -$382K -7,157 -59%
SFS
610
Summit Financial Strategies
Ohio
$271K
TF
611
TRH Financial
Iowa
$271K +$260K +4,880 New
HSA
612
HBK Sorce Advisory
Pennsylvania
$269K +$267 +5 +0.1%
SW
613
SteelPeak Wealth
California
$269K +$39.3K +736 +18%
ZIM
614
Zacks Investment Management
Illinois
$268K -$10.9K -204 -4%
BFG
615
Berger Financial Group
Minnesota
$266K
Fifth Third Bancorp
616
Fifth Third Bancorp
Ohio
$261K +$74.9K +1,404 +43%
SCA
617
Snowden Capital Advisors
New York
$258K
SW
618
SVB Wealth
Massachusetts
$258K
SF
619
Symphony Financial
Texas
$257K -$32.3K -605 -12%
SAA
620
Southeast Asset Advisors
Georgia
$257K +$53 +1 +0%
MF
621
Montis Financial
Massachusetts
$255K
PCA
622
Personal Capital Advisors
California
$255K +$282K +5,281 New
V
623
Veritable
Delaware
$253K
NCM
624
Noesis Capital Mangement
Florida
$252K -$10.4K -195 -4%
SWM
625
Selective Wealth Management
Virginia
$248K +$111K +2,072 +87%