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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
726
Symphony Financial
Texas
$214K +$217K +4,324 New
CSWM
727
Cassady Schiller Wealth Management
Ohio
$213K +$2.71K +54 +1%
PAWA
728
Palo Alto Wealth Advisors
California
$209K
GWM
729
GDS Wealth Management
Texas
$209K
S
730
SignatureFD
Georgia
$208K +$552 +11 +0.3%
SQA
731
Simon Quick Advisors
New Jersey
$207K -$79.9K -1,591 -28%
AWS
732
AJ Wealth Strategies
New York
$206K +$207K +4,130 New
Neuberger Berman Group
733
Neuberger Berman Group
New York
$203K +$204K +4,054 New
GCAC
734
Guardian Capital Advisors (Canada)
Ontario, Canada
$201K
CFA
735
Camarda Financial Advisors
Florida
$201K
GFWA
736
Grey Fox Wealth Advisors
Delaware
$197K +$1.86K +37 +0.9%
GWS
737
Glassman Wealth Services
Virginia
$189K -$321K -6,400 -63%
BCWM
738
Bartlett & Co Wealth Management
Ohio
$188K
BC
739
Bartlett & Co
Ohio
$188K
FFA
740
Founders Financial Alliance
North Carolina
$181K +$151 +3 +0.1%
UB
741
UMB Bank
Missouri
$180K -$954 -19 -0.5%
AA
742
Ancora Advisors
Ohio
$178K +$20.6K +411 +13%
OC
743
Oakworth Capital
Alabama
$168K
AWM
744
Atticus Wealth Management
Florida
$153K +$153K +3,056 New
BC
745
Barrett & Company
Rhode Island
$135K
BBPWM
746
Blue Bell Private Wealth Management
Pennsylvania
$131K -$22.5K -448 -15%
GWSG
747
GPS Wealth Strategies Group
Colorado
$129K +$130K +2,581 New
WBC
748
West Branch Capital
Massachusetts
$128K +$803 +16 +0.6%
PPWM
749
PFG Private Wealth Management
Florida
$126K -$351 -7 -0.3%
CPA
750
Cardiff Park Advisors
California
$121K +$753 +15 +0.6%