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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
51
Vestmark Advisory Solutions
Massachusetts
$40.7M +$769K +15,308 +2%
BWL
52
Bogart Wealth LLC
Virginia
$38.4M +$1.35M +26,924 +4%
LFA
53
Legacy Financial Advisors
Kentucky
$36.6M -$3.48M -69,223 -9%
RCG
54
Rock Creek Group
District of Columbia
$35M +$3.73M +74,334 +13%
CCA
55
Conservest Capital Advisors
Pennsylvania
$34.9M +$1.48M +29,505 +4%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$34.5M +$1.93M +38,353 +6%
TGAM
57
TBH Global Asset Management
Tennessee
$32.8M +$840K +16,723 +3%
CA
58
Cetera Advisors
Colorado
$32.7M +$2M +39,778 +6%
MWP
59
Madison Wealth Partners
Wisconsin
$31.9M +$498K +9,914 +2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$31.2M -$1.47M -29,271 -4%
AWM
61
AE Wealth Management
Kansas
$30.5M -$5.5M -109,593 -15%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$29.1M -$10.1M -202,023 -26%
SIAS
63
Summit Investment Advisory Services
Minnesota
$27.6M -$1.53M -30,443 -5%
E
64
ETFidea
New York
$27.3M +$182K +3,622 +0.7%
ODG
65
O'Dell Group
Ohio
$26.7M +$970K +19,314 +4%
CAL
66
Capital Analysts LLC
Pennsylvania
$26.6M +$2.15M +42,778 +9%
AOI
67
Auto-Owners Insurance
Michigan
$25.6M
SWP
68
Strategic Wealth Partners
Ohio
$25.6M +$3.89M +77,522 +18%
AAS
69
Avantax Advisory Services
Texas
$25.2M -$980K -19,510 -4%
RDFA
70
Ritter Daniher Financial Advisory
Ohio
$24.4M +$1.71M +34,029 +7%
CWA
71
Consilio Wealth Advisors
Washington
$24M +$337K +6,720 +1%
CWP
72
Concord Wealth Partners
Virginia
$23.7M -$1.28M -25,510 -5%
FTS
73
Fifth Third Securities
Ohio
$23.1M +$3.68M +73,282 +19%
SWA
74
SOA Wealth Advisors
New York
$22.8M +$16.3K +324 +0.1%
PWM
75
Pacific Wealth Management
California
$22.6M +$1.33M +26,441 +6%