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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
626
Private Portfolio Partners
New Jersey
$269K -$41.8K -783 -13%
SCM
627
SOL Capital Management
Maryland
$267K – – –
MWM
628
Modera Wealth Management
New Jersey
$265K +$264K +4,953 New
SFS
629
Summit Financial Strategies
Ohio
$260K – – –
FWP
630
Firethorn Wealth Partners
Georgia
$260K +$260K +4,863 New
SW
631
SteelPeak Wealth
California
$259K – – –
SSWM
632
Sheets Smith Wealth Management
North Carolina
$258K -$152K -2,844 -37%
HSA
633
HBK Sorce Advisory
Pennsylvania
$258K +$160 +3 +0.1%
CSWM
634
Cassady Schiller Wealth Management
Ohio
$258K +$39.6K +741 +18%
SS
635
Simplicity Solutions
Minnesota
$256K -$256K -4,802 -50%
BFG
636
Berger Financial Group
Minnesota
$256K – – –
ML
637
McAdam LLC
Pennsylvania
$256K +$256K +4,799 New
Fifth Third Bancorp
638
Fifth Third Bancorp
Ohio
$255K +$4.06K +76 +2%
FTUS
639
Flow Traders U.S.
New York
$253K +$253K +4,729 New
AAS
640
Annex Advisory Services
Wisconsin
$253K +$253K +4,731 New
PPWM
641
PFG Private Wealth Management
Florida
$249K -$139K -2,612 -36%
SAA
642
Southeast Asset Advisors
Georgia
$247K – – –
MF
643
Montis Financial
Massachusetts
$245K – – –
AF
644
Advisornet Financial
Minnesota
$243K -$60.3K -1,129 -20%
V
645
Veritable
Delaware
$243K – – –
SF
646
Safeguard Financial
Wisconsin
$239K +$239K +4,482 New
SIM
647
Sadoff Investment Management
Wisconsin
$238K +$238K +4,448 New
BMM
648
Buffington Mohr McNeal
Idaho
$236K +$236K +4,414 New
LC
649
Lindbrook Capital
California
$234K -$53.4K -1,000 -19%
DWT
650
Dorsey & Whitney Trust
South Dakota
$234K – – –