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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
MT
651
Midwest Trust
Kansas
$757K -$461K -6,980 -39%
PAS
652
PKS Advisory Services
New York
$757K +$43.7K +661 +6%
SIA
653
Soltis Investment Advisors
Utah
$748K +$312K +4,714 +75%
PWP
654
Principle Wealth Partners
Connecticut
$740K -$18.3K -277 -2%
UF
655
Univest Financial
Pennsylvania
$739K -$198 -3 -0%
NG
656
Novem Group
New York
$729K -$9.38K -142 -1%
FSA
657
Fort Sheridan Advisors
Illinois
$727K +$30.1K +456 +4%
MCA
658
MSH Capital Advisors
Arizona
$725K +$21.5K +325 +3%
RRA
659
Round Rock Advisors
Connecticut
$725K +$34.9K +528 +5%
RIA
660
Regal Investment Advisors
Michigan
$720K -$922K -13,958 -57%
AIA
661
AssuredPartners Investment Advisors
Florida
$714K +$693K +10,490 New
CPCM
662
Cardinal Point Capital Management
Ontario, Canada
$714K – – –
HAS
663
HBW Advisory Services
California
$712K -$1.52M -22,971 -69%
MSWMA
664
Market Street Wealth Management Advisors
Indiana
$711K -$185K -2,795 -21%
AFG
665
Albion Financial Group
Utah
$706K – – –
PI
666
PFG Investments
New York
$703K +$10.2K +155 +2%
BHWA
667
Beacon Harbor Wealth Advisors
Virginia
$701K -$19.8K -300 -3%
RSF
668
Rik Saylor Financial
Ohio
$700K -$3.24K -49 -0.5%
MWM
669
Modera Wealth Management
New Jersey
$699K – – –
HIS
670
Horizon Investment Services
Indiana
$699K -$10K -152 -1%
BFO
671
Biltmore Family Office
North Carolina
$698K – – –
AUB
672
Atlantic Union Bankshares
Virginia
$688K -$33K -499 -5%
WWG
673
West Wealth Group
California
$688K -$68.5K -1,036 -9%
CWG
674
Cornerstone Wealth Group
North Carolina
$687K – – –
RBWA
675
RFG - Bristol Wealth Advisors
Massachusetts
$687K -$859K -13,001 -56%
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