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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
651
GDS Wealth Management
Texas
$231K +$234K +4,388 New
TPWA
652
TRUE Private Wealth Advisors
Oregon
$230K -$53.3K -998 -18%
RIM
653
Regent Investment Management
Kentucky
$228K +$10.7K +200 +5%
CA
654
Claro Advisors
Massachusetts
$225K
PWM
655
PRW Wealth Management
Massachusetts
$224K -$1.31M -24,450 -85%
NCM
656
NCM Capital Management
New Jersey
$224K
S
657
SignatureFD
Georgia
$224K +$320 +6 +0.1%
SF
658
Symphony Financial
Texas
$222K -$24K -450 -10%
RCA
659
Ranch Capital Advisors
Florida
$222K +$221K +4,148 New
ZF
660
Zhang Financial
Michigan
$216K +$216K +4,040 New
CFA
661
Camarda Financial Advisors
Florida
$215K +$215K +4,025 New
SCM
662
Stordahl Capital Management
Colorado
$214K +$214K +4,000 New
GCAC
663
Guardian Capital Advisors (Canada)
Ontario, Canada
$211K
MA
664
MBA Advisors
Pennsylvania
$210K
FFA
665
Fragasso Financial Advisors
Pennsylvania
$210K +$694 +13 +0.3%
FPWM
666
FSB Premier Wealth Management
Iowa
$210K +$21.3K +399 +11%
NAS
667
Nicolet Advisory Services
Wisconsin
$204K -$64.6K -1,209 -24%
AMM
668
American Money Management
California
$204K -$1.87K -35 -0.9%
AWA
669
Arkadios Wealth Advisors
Georgia
$203K -$18.7K -350 -8%
BCWM
670
Bartlett & Co Wealth Management
Ohio
$201K
BC
671
Bartlett & Co
Ohio
$201K
RFN
672
RDA Financial Network
Iowa
$201K +$5.23K +98 +3%
HH
673
Hilltop Holdings
Texas
$201K +$201K +3,773 New
UB
674
UMB Bank
Missouri
$193K +$4.33K +81 +2%
SWM
675
Selective Wealth Management
Virginia
$192K -$46.1K -863 -19%