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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Cranbrook Wealth Management
Michigan
$109K
TCWM
677
Total Clarity Wealth Management
Illinois
$107K +$28K +525 +37%
CA
678
Cornerstone Advisory
Maryland
$106K +$101K +1,901 New
WFA
679
West Financial Advisors
Iowa
$105K +$98.5K +1,845 +3,690%
SAM
680
Strategic Asset Management
Minnesota
$96K +$56.7K +1,063 +160%
LFG
681
Leverty Financial Group
Wisconsin
$95K +$92.1K +1,726 New
ZB
682
Zions Bancorporation
Utah
$93K -$294K -5,510 -77%
EI
683
Ellevest Inc
New York
$92K
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$90K +$46.9K +878 +120%
CPA
685
Cardiff Park Advisors
California
$85K +$81.3K +1,524 New
FWM
686
Focused Wealth Management
New York
$82K
JGIA
687
Jackson Grant Investment Advisers
Connecticut
$82K +$107 +2 +0.1%
CIR
688
Clear Investment Research
Georgia
$80K -$1.39K -26 -2%
WT
689
Whittier Trust
California
$76K
SC
690
SouthState Corp
Florida
$76K +$9.07K +170 +14%
BWM
691
Baystate Wealth Management
Massachusetts
$65K +$374 +7 +0.6%
AAP
692
Arax Advisory Partners
Colorado
$64K +$587 +11 +1%
PP
693
PrairieView Partners
Minnesota
$61K
SSC
694
Syverson Strege & Co
Iowa
$60K +$267 +5 +0.5%
ACA
695
Aptus Capital Advisors
Alabama
$60K +$320 +6 +0.6%
TWA
696
TCI Wealth Advisors
Arizona
$60K +$320 +6 +0.6%
FWP
697
FAS Wealth Partners
Kansas
$57K +$2.99K +56 +6%
GLLW
698
Graves Light Lenhart Wealth
Virginia
$55K
BAM
699
Bellevue Asset Management
Washington
$53K +$5.34K +100 +12%
BBPWM
700
Blue Bell Private Wealth Management
Pennsylvania
$53K +$50.7K +950 New