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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
676
JNBA Financial Advisors
Minnesota
$111K -$47.9K -898 -31%
FFA
677
Freedman Financial Associates
Massachusetts
$111K – – –
SFM
678
Signet Financial Management
New Jersey
$111K +$106K +1,988 New
RP
679
Rowlandmiller & Partners
Georgia
$110K +$106K +1,981 New
SCA
680
Stonebridge Capital Advisors
Minnesota
$110K -$8.01K -150 -7%
CWM
681
Cranbrook Wealth Management
Michigan
$109K – – –
TCWM
682
Total Clarity Wealth Management
Illinois
$107K +$28K +525 +37%
CA
683
Cornerstone Advisory
Maryland
$106K +$101K +1,901 New
WFA
684
West Financial Advisors
Iowa
$105K +$98.5K +1,845 +3,690%
SAM
685
Strategic Asset Management
Minnesota
$96K +$56.7K +1,063 +160%
LFG
686
Leverty Financial Group
Wisconsin
$95K +$92.1K +1,726 New
ZB
687
Zions Bancorporation
Utah
$93K -$294K -5,510 -77%
EI
688
Ellevest Inc
New York
$92K – – –
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$90K +$46.9K +878 +120%
CPA
690
Cardiff Park Advisors
California
$85K +$81.3K +1,524 New
FWM
691
Focused Wealth Management
New York
$82K – – –
JGIA
692
Jackson Grant Investment Advisers
Connecticut
$82K +$107 +2 +0.1%
CIR
693
Clear Investment Research
Georgia
$80K -$1.39K -26 -2%
WT
694
Whittier Trust
California
$76K – – –
SC
695
SouthState Corp
Florida
$76K +$9.07K +170 +14%
BWM
696
Baystate Wealth Management
Massachusetts
$65K +$374 +7 +0.6%
AAP
697
Arax Advisory Partners
Colorado
$64K +$587 +11 +1%
PP
698
PrairieView Partners
Minnesota
$61K – – –
SSC
699
Syverson Strege & Co
Iowa
$60K +$267 +5 +0.5%
ACA
700
Aptus Capital Advisors
Alabama
$60K +$320 +6 +0.6%