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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
601
WealthCare Investment Partners
Rhode Island
$836K -$74.4K -1,180 -8%
WF
602
Warner Financial
Maryland
$830K +$5.24K +83 +0.6%
APA
603
Astoria Portfolio Advisors
New York
$830K +$64K +1,014 +8%
MAM
604
MWA Asset Management
Massachusetts
$827K -$21.1K -335 -2%
GT
605
Glenmede Trust
Pennsylvania
$826K +$23.6K +374 +3%
AL
606
Aspiriant LLC
California
$826K – – –
AW
607
Alteri Wealth
California
$821K +$844K +13,380 New
FFN
608
Focus Financial Network
Minnesota
$813K -$11K -174 -1%
HPC
609
HM Payson & Co
Maine
$808K – – –
EW
610
Element Wealth
Mississippi
$806K +$45.2K +716 +6%
CCAM
611
Cascades Capital Asset Management
North Carolina
$805K -$8.27K -131 -1%
RIA
612
Regal Investment Advisors
Michigan
$794K -$572K -9,071 -41%
PB
613
Pinnacle Bancorp
Nebraska
$789K -$30.5K -483 -4%
PIAS
614
PCA Investment Advisory Services
Ohio
$784K +$3.15K +50 +0.4%
SA
615
Sovran Advisors
California
$769K +$791K +12,542 New
MWM
616
Mascoma Wealth Management
New Hampshire
$761K -$21.1K -335 -3%
OWP
617
ORG Wealth Partners
Texas
$756K -$63.2K -1,001 -8%
SWM
618
SigFig Wealth Management
California
$747K -$9.02K -143 -1%
WPC
619
Wedmont Private Capital
Pennsylvania
$743K +$96.3K +1,526 +14%
IWS
620
Insight Wealth Strategies
California
$741K -$946 -15 -0.1%
RMAM
621
Raab & Moskowitz Asset Management
New Jersey
$737K -$12.1K -191 -2%
CFP
622
Comprehensive Financial Planning
Pennsylvania
$727K +$748K +11,853 New
FPW
623
Flagship Private Wealth
Massachusetts
$724K +$3.79K +60 +0.5%
EFA
624
Evernest Financial Advisors
Indiana
$724K -$75.4K -1,195 -9%
SAG
625
SageView Advisory Group
California
$720K -$225K -3,559 -23%
23 24
25
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