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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
651
Root Financial Partners
California
$938K +$122K +1,772 +15%
AIP
652
ARS Investment Partners
New York
$935K +$34.2K +498 +4%
DWA
653
Delos Wealth Advisors
Texas
$935K – – –
TFA
654
Tranquilli Financial Advisor
New Jersey
$932K -$7.98K -116 -0.9%
Bartlett & Co Wealth Management
655
Bartlett & Co Wealth Management
Ohio
$924K – – –
APA
656
Astoria Portfolio Advisors
New York
$918K -$532K -7,732 -38%
DAS
657
Daybright Advisory Services
Florida
$916K +$908K +13,202 New
Smithfield Trust
658
Smithfield Trust
Pennsylvania
$912K +$30K +436 +3%
MAM
659
MWA Asset Management
Massachusetts
$911K -$19.7K -286 -2%
AFA
660
Allium Financial Advisors
Oregon
$903K -$763K -11,097 -46%
PB
661
Pinnacle Bancorp
Nebraska
$899K -$47.6K -692 -5%
NG
662
Novem Group
New York
$897K +$152K +2,212 +21%
AFAS
663
Acorn Financial Advisory Services
Virginia
$891K -$30.3K -440 -3%
Johnson Investment Counsel
664
Johnson Investment Counsel
Ohio
$883K -$28.8K -419 -3%
PIAS
665
PCA Investment Advisory Services
Ohio
$883K -$19.7K -287 -2%
LSIA
666
LaSalle St. Investment Advisors
Illinois
$875K -$28.1K -408 -3%
RCA
667
Resonant Capital Advisors
Wisconsin
$873K -$87.9K -1,279 -9%
EFA
668
Evernest Financial Advisors
Indiana
$872K – – –
ZF
669
Zhang Financial
Michigan
$867K +$1.86K +27 +0.2%
RMAM
670
Raab & Moskowitz Asset Management
New Jersey
$859K +$17.5K +255 +2%
AHC
671
Adell Harriman & Carpenter
Texas
$855K -$18.7K -272 -2%
GCM
672
Gambit Capital Management
Tennessee
$847K +$839K +12,207 New
RWA
673
River Wealth Advisors
Pennsylvania
$847K -$69.2K -1,007 -8%
FPW
674
Fairvoy Private Wealth
Alabama
$845K -$138K -2,011 -14%
EFG International
675
EFG International
$842K +$834K +12,126 New