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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
676
Simon Quick Advisors
New Jersey
$293K +$307K +5,923 New
PI
677
PineBridge Investments
New York
$293K +$306K +5,912 New
DWM
678
Destination Wealth Management
California
$292K -$4.04K -78 -1%
FMC
679
First Merchants Corp
Indiana
$291K – – –
PPP
680
Private Portfolio Partners
New Jersey
$290K +$2.28K +44 +0.8%
BFG
681
Bleakley Financial Group
New Jersey
$288K – – –
SC
682
SouthState Corp
Florida
$287K +$120K +2,325 +67%
Qube Research & Technologies (QRT)
683
Qube Research & Technologies (QRT)
United Kingdom
$286K +$243K +4,699 +434%
PA
684
Planning Alternatives
Michigan
$283K -$9.42K -182 -3%
VA
685
Vident Advisory
Georgia
$282K +$295K +5,703 New
MWM
686
Modera Wealth Management
New Jersey
$282K – – –
CIBC Private Wealth Group
687
CIBC Private Wealth Group
Georgia
$281K +$294K +5,681 New
CTI
688
Community Trust & Investment
Kentucky
$281K +$294K +5,676 New
RBC
689
Romano Brothers & Co
Illinois
$281K +$3.11K +60 +1%
CG
690
Clarus Group
Texas
$280K -$4.04K -78 -1%
SIA
691
Soltis Investment Advisors
Utah
$276K +$289K +5,580 New
DT
692
Diversified Trust
Tennessee
$276K +$23.3K +450 +9%
LA
693
Latitude Advisors
Florida
$274K – – –
AFA
694
Atlas Financial Advisors
California
$274K +$286K +5,527 New
AWA
695
Arete Wealth Advisors
Illinois
$274K -$3.27M -63,078 -92%
TFA
696
Teamwork Financial Advisors
Texas
$272K -$205K -3,965 -42%
Vanguard Personalized Indexing Management
697
Vanguard Personalized Indexing Management
California
$272K +$284K +5,485 New
RHP
698
Royal Harbor Partners
Texas
$270K – – –
EWM
699
Evermay Wealth Management
Virginia
$270K +$9.32K +180 +3%
Koshinski Asset Management
700
Koshinski Asset Management
Illinois
$270K +$1.04K +20 +0.4%