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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
701
Atlas Financial Advisors
California
$250K -$17.7K -361 -7%
SCM
702
SOL Capital Management
Maryland
$250K – – –
JSW
703
Journey Strategic Wealth
New Jersey
$250K +$245K +4,999 New
CMI
704
Clare Market Investments
Texas
$248K +$243K +4,950 New
FPGK
705
Financial Partners Group (Kansas)
Kansas
$247K +$5.01K +102 +2%
BMM
706
Buffington Mohr McNeal
Idaho
$246K -$18.4K -375 -7%
SLWA
707
San Luis Wealth Advisors
California
$244K -$225K -4,587 -48%
TW
708
Transform Wealth
Colorado
$244K +$239K +4,875 New
CFB
709
Cullen/Frost Bankers
Texas
$243K +$202K +4,116 +549%
SWM
710
SigFig Wealth Management
California
$243K +$1.57K +32 +0.8%
WW
711
Waterfront Wealth
Kansas
$243K -$3.34K -68 -1%
SSWM
712
Sheets Smith Wealth Management
North Carolina
$242K – – –
RBC
713
Romano Brothers & Co
Illinois
$240K -$7.36K -150 -3%
AWA
714
Amplius Wealth Advisors
Pennsylvania
$239K -$258K -5,249 -52%
RIA
715
Realta Investment Advisors
Delaware
$237K +$196 +4 +0.1%
BFC
716
Bedel Financial Consulting
Indiana
$234K – – –
IA
717
IFG Advisors
Missouri
$234K +$230K +4,679 New
TPWA
718
TRUE Private Wealth Advisors
Oregon
$233K +$933 +19 +0.4%
GCM
719
Gibraltar Capital Management
Oklahoma
$232K -$37.9K -773 -14%
SAA
720
Southeast Asset Advisors
Georgia
$231K – – –
BFIM
721
Beese Fulmer Investment Management
Ohio
$230K – – –
MF
722
Montis Financial
Massachusetts
$229K – – –
PWLP
723
Prio Wealth Limited Partnership
Massachusetts
$227K +$222K +4,530 New
IF
724
Integrity Financial
Wyoming
$226K +$86.3K +1,758 +64%
CAG
725
Curtis Advisory Group
California
$225K -$9.82K -200 -4%
27 28
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30 31