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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
601
Corient Capital Partners
California
$297K – – –
AWMT
602
AAFMAA Wealth Management & Trust
North Carolina
$295K -$640 -12 -0.2%
WFO
603
Wealthgate Family Office
Colorado
$295K – – –
RHP
604
Royal Harbor Partners
Texas
$291K +$2.88K +54 +1%
BFIM
605
Beese Fulmer Investment Management
Ohio
$290K -$91K -1,705 -25%
BFA
606
BMS Financial Advisors
South Dakota
$290K +$279K +5,220 New
TIA
607
Traphagen Investment Advisors
New Jersey
$285K -$64.9K -1,217 -19%
MFM
608
Mirsky Financial Management
New York
$284K -$3.31K -62 -1%
AIM
609
Alhambra Investment Management
Florida
$279K -$146K -2,730 -35%
NAS
610
Nicolet Advisory Services
Wisconsin
$279K +$268K +5,021 New
SCM
611
SOL Capital Management
Maryland
$278K – – –
BPA
612
Beacon Pointe Advisors
California
$277K -$42.2K -790 -14%
CWA
613
Clearview Wealth Advisors
Oregon
$275K +$74.3K +1,392 +39%
Principal Financial Group
614
Principal Financial Group
Iowa
$272K -$382K -7,157 -59%
SFS
615
Summit Financial Strategies
Ohio
$271K – – –
TF
616
TRH Financial
Iowa
$271K +$260K +4,880 New
HSA
617
HBK Sorce Advisory
Pennsylvania
$269K +$267 +5 +0.1%
SW
618
SteelPeak Wealth
California
$269K +$39.3K +736 +18%
ZIM
619
Zacks Investment Management
Illinois
$268K -$10.9K -204 -4%
BFG
620
Berger Financial Group
Minnesota
$266K – – –
Fifth Third Bancorp
621
Fifth Third Bancorp
Ohio
$261K +$74.9K +1,404 +43%
SCA
622
Snowden Capital Advisors
New York
$258K – – –
SW
623
SVB Wealth
Massachusetts
$258K – – –
SF
624
Symphony Financial
Texas
$257K -$32.3K -605 -12%
SAA
625
Southeast Asset Advisors
Georgia
$257K +$53 +1 +0%