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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
651
Atlas Financial Advisors
California
$239K -$75.5K -1,534 -22%
FFA
652
First Foundation Advisors
California
$239K -$44.3K -901 -14%
RHP
653
Royal Harbor Partners
Texas
$239K – – –
SIM
654
Stratos Investment Management
Ohio
$239K +$264K +5,370 New
TFCP
655
Twin Focus Capital Partners
Massachusetts
$236K – – –
BMM
656
Buffington Mohr McNeal
Idaho
$235K -$9.84K -200 -4%
WW
657
Waterfront Wealth
Kansas
$234K +$237K +4,815 New
MA
658
MAS Advisors
Florida
$233K +$258K +5,232 New
CF
659
Copperwynd Financial
Arizona
$232K -$108K -2,186 -30%
BFC
660
Bedel Financial Consulting
Indiana
$229K – – –
DT
661
Diversified Trust
Tennessee
$228K +$252K +5,120 New
PWM
662
PRW Wealth Management
Massachusetts
$227K +$44.3K +900 +21%
SOS
663
Silver Oak Securities
Tennessee
$223K +$221K +4,498 New
SCM
664
SOL Capital Management
Maryland
$222K – – –
MWM
665
Modera Wealth Management
New Jersey
$220K – – –
RBC
666
Romano Brothers & Co
Illinois
$220K +$243K +4,944 New
PPP
667
Private Portfolio Partners
New Jersey
$218K -$1.03K -21 -0.4%
RT
668
Rockland Trust
Massachusetts
$217K -$19.5K -396 -8%
CSWM
669
Cassady Schiller Wealth Management
Ohio
$216K +$148 +3 +0.1%
SWM
670
SigFig Wealth Management
California
$216K +$197K +4,006 New
SSWM
671
Sheets Smith Wealth Management
North Carolina
$215K – – –
ZIMP
672
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$237K +4,810 New
DWM
673
Doyle Wealth Management
Florida
$211K -$112K -2,285 -33%
RIA
674
Realta Investment Advisors
Delaware
$210K -$24.4K -496 -9%
CAG
675
Curtis Advisory Group
California
$209K +$231K +4,700 New
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