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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
651
Clearview Wealth Advisors
Oregon
$231K -$32.5K -609 -12%
ZIM
652
Zacks Investment Management
Illinois
$231K -$27.1K -508 -11%
GWM
653
GDS Wealth Management
Texas
$231K +$234K +4,388 New
TPWA
654
TRUE Private Wealth Advisors
Oregon
$230K -$53.3K -998 -18%
RIM
655
Regent Investment Management
Kentucky
$228K +$10.7K +200 +5%
CA
656
Claro Advisors
Massachusetts
$225K – – –
PWM
657
PRW Wealth Management
Massachusetts
$224K -$1.31M -24,450 -85%
NCM
658
NCM Capital Management
New Jersey
$224K – – –
S
659
SignatureFD
Georgia
$224K +$320 +6 +0.1%
SF
660
Symphony Financial
Texas
$222K -$24K -450 -10%
RCA
661
Ranch Capital Advisors
Florida
$222K +$221K +4,148 New
ZF
662
Zhang Financial
Michigan
$216K +$216K +4,040 New
CFA
663
Camarda Financial Advisors
Florida
$215K +$215K +4,025 New
SCM
664
Stordahl Capital Management
Colorado
$214K +$214K +4,000 New
GCAC
665
Guardian Capital Advisors (Canada)
Ontario, Canada
$211K – – –
MA
666
MBA Advisors
Pennsylvania
$210K – – –
FFA
667
Fragasso Financial Advisors
Pennsylvania
$210K +$694 +13 +0.3%
FPWM
668
FSB Premier Wealth Management
Iowa
$210K +$21.3K +399 +11%
NAS
669
Nicolet Advisory Services
Wisconsin
$204K -$64.6K -1,209 -24%
AMM
670
American Money Management
California
$204K -$1.87K -35 -0.9%
AWA
671
Arkadios Wealth Advisors
Georgia
$203K -$18.7K -350 -8%
BCWM
672
Bartlett & Co Wealth Management
Ohio
$201K – – –
BC
673
Bartlett & Co
Ohio
$201K – – –
RFN
674
RDA Financial Network
Iowa
$201K +$5.23K +98 +3%
HH
675
Hilltop Holdings
Texas
$201K +$201K +3,773 New