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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$324K +$183K +6,560 +127%
VKH
52
Virtu KCG Holdings
New York
$313K -$5.58K -200 -2%
HighTower Advisors
53
HighTower Advisors
Illinois
$305K +$305K +10,932 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$277K +$283K +10,130 New
PCM
55
Parsons Capital Management
Rhode Island
$262K +$264K +9,475 New
RMAM
56
Raab & Moskowitz Asset Management
New Jersey
$248K +$251K +8,988 New
UCFA
57
United Capital Financial Advisors
Texas
$244K
BWM
58
BerganKDV Wealth Management
Minnesota
$244K +$247K +8,846 New
CCP
59
Corient Capital Partners
California
$221K +$223K +8,005 New
DC
60
Davenport & Co
Virginia
$203K -$72.5K -2,600 -26%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$203K
BCI
62
Brinker Capital Investments
Pennsylvania
$200K +$10.5K +376 +5%
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$200K +$10.8K +389 +6%
IA
64
IFP Advisors
Florida
$143K +$112 +4 +0.1%
CFA
65
Carroll Financial Associates
North Carolina
$101K +$73.5K +2,635 +253%
NFG
66
Next Financial Group
Texas
$72K +$5.94K +213 +9%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$58K +$30.1K +1,080 +107%
Creative Planning
68
Creative Planning
Kansas
$47K +$39K +1,400 +467%
LAM
69
Lebenthal Asset Management
New York
$47K +$47.4K +1,699 New
CWM
70
Concert Wealth Management
California
$31K +$29.7K +1,065 New
GBBWRPM
71
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
TCM
72
TD Capital Management
Tennessee
$10K +$56 +2 +0.5%
AIM
73
Advantage Investment Management
Iowa
$7K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K
TIM
75
Tortoise Investment Management
New York
$6K