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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
676
Beese Fulmer Investment Management
Ohio
$204K -$64K -1,300 -22%
MF
677
Montis Financial
Massachusetts
$204K – – –
V
678
Veritable
Delaware
$202K -$20.7K -420 -8%
BCWM
679
Bartlett & Co Wealth Management
Ohio
$201K +$31.8K +646 +17%
SIA
680
Soltis Investment Advisors
Utah
$201K -$16K -326 -7%
BC
681
Bartlett & Co
Ohio
$201K +$31.8K +646 +17%
VWA
682
V Wealth Advisors
Kansas
$200K -$88.1K -1,790 -29%
AMCA
683
Arthur M. Cohen & Associates
Illinois
$200K +$221K +4,500 New
S
684
SignatureFD
Georgia
$194K +$541 +11 +0.3%
BBPWM
685
Blue Bell Private Wealth Management
Pennsylvania
$181K +$155K +3,148 +341%
AIM
686
Anchor Investment Management
South Carolina
$172K +$23.9K +485 +14%
SWM
687
Selective Wealth Management
Virginia
$170K +$19.7K +400 +12%
UB
688
UMB Bank
Missouri
$161K -$246 -5 -0.1%
HIA
689
Harbor Investment Advisory
Maryland
$154K +$113K +2,298 +198%
OC
690
Oakworth Capital
Alabama
$149K – – –
GWSG
691
GPS Wealth Strategies Group
Colorado
$139K -$510K -10,361 -77%
BC
692
Barrett & Company
Rhode Island
$135K +$133K +2,700 New
AA
693
Ancora Advisors
Ohio
$129K – – –
IF
694
Integrity Financial
Wyoming
$123K +$58.2K +1,182 +75%
SIM
695
Studio Investment Management
Illinois
$116K +$50.2K +1,020 +64%
SBL
696
Sargent Bickham Lagudis
Colorado
$116K +$984 +20 +0.8%
TFS
697
TrustCore Financial Services
Tennessee
$115K -$35.5K -721 -22%
PPWM
698
PFG Private Wealth Management
Florida
$113K -$88.3K -1,794 -41%
WBC
699
West Branch Capital
Massachusetts
$113K +$935 +19 +0.8%
RP
700
Rowlandmiller & Partners
Georgia
$106K +$12.1K +245 +11%
26 27
28
29 30