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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$238K +$237K +8,817 New
LH
52
Lebenthal Holdings
New York
$224K +$221K +8,226 New
LWA
53
Lebenthal Wealth Advisors
New York
$224K +$221K +8,226 New
JMPWA
54
JP Morgan Private Wealth Advisors
California
$200K -$8.05K -300 -4%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$187K -$23.5M -874,842 -99%
BCI
56
Brinker Capital Investments
Pennsylvania
$187K +$15.9K +594 +9%
IA
57
IFP Advisors
Florida
$142K +$5.64K +210 +4%
ASN
58
Advisory Services Network
Georgia
$141K +$19.2K +714 +16%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$102K +$92.3K +3,440 +1,178%
NFG
60
Next Financial Group
Texas
$65K +$43K +1,603 +200%
CFA
61
Carroll Financial Associates
North Carolina
$28K – – –
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$27K -$24.2M -901,613 -100%
GBBWRPM
63
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$11.1K +413 New
TCM
64
TD Capital Management
Tennessee
$10K -$3.54K -132 -26%
Creative Planning
65
Creative Planning
Kansas
$8K +$8.05K +300 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K -$39.4K -1,468 -86%
AIM
67
Advantage Investment Management
Iowa
$7K +$6.47K +241 New
TIM
68
Tortoise Investment Management
New York
$6K – – –
AIM
69
Anchor Investment Management
South Carolina
$2.8K +$27 +1 +1%
IWMPD
70
Integrated Wealth Management (Palm Desert)
California
$2K +$2.31K +86 New
LWA
71
Lowe Wealth Advisors
Maryland
$1K +$671 +25 New
Citigroup
72
Citigroup
New York
$1K +$939 +35 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$988K -37,407 Closed
FAAS
74
First Allied Advisory Services
California
– -$709K -26,849 Closed
MIAN
75
Mariner Independent Advisor Network
Kansas
– -$668K -25,229 Closed