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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Modera Wealth Management
New Jersey
$265K +$264K +4,953 New
SFS
627
Summit Financial Strategies
Ohio
$260K
FWP
628
Firethorn Wealth Partners
Georgia
$260K +$260K +4,863 New
SW
629
SteelPeak Wealth
California
$259K
SSWM
630
Sheets Smith Wealth Management
North Carolina
$258K -$152K -2,844 -37%
HSA
631
HBK Sorce Advisory
Pennsylvania
$258K +$160 +3 +0.1%
CSWM
632
Cassady Schiller Wealth Management
Ohio
$258K +$39.6K +741 +18%
SS
633
Simplicity Solutions
Minnesota
$256K -$256K -4,802 -50%
BFG
634
Berger Financial Group
Minnesota
$256K
ML
635
McAdam LLC
Pennsylvania
$256K +$256K +4,799 New
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$255K +$4.06K +76 +2%
FTUS
637
Flow Traders U.S.
New York
$253K +$253K +4,729 New
AAS
638
Annex Advisory Services
Wisconsin
$253K +$253K +4,731 New
PPWM
639
PFG Private Wealth Management
Florida
$249K -$139K -2,612 -36%
SAA
640
Southeast Asset Advisors
Georgia
$247K
MF
641
Montis Financial
Massachusetts
$245K
AF
642
Advisornet Financial
Minnesota
$243K -$60.3K -1,129 -20%
V
643
Veritable
Delaware
$243K
SF
644
Safeguard Financial
Wisconsin
$239K +$239K +4,482 New
SIM
645
Sadoff Investment Management
Wisconsin
$238K +$238K +4,448 New
BMM
646
Buffington Mohr McNeal
Idaho
$236K +$236K +4,414 New
LC
647
Lindbrook Capital
California
$234K -$53.4K -1,000 -19%
DWT
648
Dorsey & Whitney Trust
South Dakota
$234K
CWA
649
Clearview Wealth Advisors
Oregon
$231K -$32.5K -609 -12%
ZIM
650
Zacks Investment Management
Illinois
$231K -$27.1K -508 -11%