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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$239K +$230K +4,441 +1,130%
SSWM
727
Sheets Smith Wealth Management
North Carolina
$239K – – –
PCM
728
Pennsylvania Capital Management
Pennsylvania
$238K – – –
RIA
729
Realta Investment Advisors
Delaware
$235K -$22K -425 -9%
PWLP
730
Prio Wealth Limited Partnership
Massachusetts
$233K – – –
AWA
731
Amplius Wealth Advisors
Pennsylvania
$232K – – –
DWT
732
Dorsey & Whitney Trust
South Dakota
$232K +$15.5K +300 +7%
RRA
733
Round Rock Advisors
Connecticut
$231K – – –
FWM
734
Forza Wealth Management
Florida
$231K +$241K +4,663 New
TPWA
735
TRUE Private Wealth Advisors
Oregon
$231K +$4.35K +84 +2%
NSG
736
Nalls Sherbakoff Group
Tennessee
$230K – – –
BCG
737
Breakwater Capital Group
New Jersey
$230K – – –
CIR
738
Clear Investment Research
Georgia
$229K +$96.1K +1,857 +67%
SAA
739
Southeast Asset Advisors
Georgia
$228K – – –
BSW
740
Buckingham Strategic Wealth
Missouri
$228K +$17.2K +333 +8%
MWM
741
Mission Wealth Management
California
$228K – – –
NL
742
NWAM LLC
Washington
$228K -$31K -598 -12%
BFIM
743
Beese Fulmer Investment Management
Ohio
$227K – – –
BDFN
744
Bond & Devick Financial Network
Minnesota
$227K +$9.37K +181 +4%
MF
745
Montis Financial
Massachusetts
$227K – – –
FNBOO
746
First National Bank of Omaha
Nebraska
$226K -$1.09K -21 -0.5%
EL
747
Essex LLC
Illinois
$226K – – –
CWM
748
Curi Wealth Management
North Carolina
$225K – – –
CW
749
CIC Wealth
Maryland
$225K -$6.94K -134 -3%
SYBT
750
Stock Yards Bank & Trust
Kentucky
$225K – – –
28 29
30
31 32