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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
726
R.M. Davis Inc
Maine
$241K +$252K +4,862 New
OSAM
727
O'Shaughnessy Asset Management
Connecticut
$239K +$230K +4,441 +1,130%
SSWM
728
Sheets Smith Wealth Management
North Carolina
$239K – – –
PCM
729
Pennsylvania Capital Management
Pennsylvania
$238K – – –
RIA
730
Realta Investment Advisors
Delaware
$235K -$22K -425 -9%
PWLP
731
Prio Wealth Limited Partnership
Massachusetts
$233K – – –
AWA
732
Amplius Wealth Advisors
Pennsylvania
$232K – – –
DWT
733
Dorsey & Whitney Trust
South Dakota
$232K +$15.5K +300 +7%
RRA
734
Round Rock Advisors
Connecticut
$231K – – –
FWM
735
Forza Wealth Management
Florida
$231K +$241K +4,663 New
TPWA
736
TRUE Private Wealth Advisors
Oregon
$231K +$4.35K +84 +2%
NSG
737
Nalls Sherbakoff Group
Tennessee
$230K – – –
BCG
738
Breakwater Capital Group
New Jersey
$230K – – –
CIR
739
Clear Investment Research
Georgia
$229K +$96.1K +1,857 +67%
SAA
740
Southeast Asset Advisors
Georgia
$228K – – –
BSW
741
Buckingham Strategic Wealth
Missouri
$228K +$17.2K +333 +8%
MWM
742
Mission Wealth Management
California
$228K – – –
NL
743
NWAM LLC
Washington
$228K -$31K -598 -12%
BFIM
744
Beese Fulmer Investment Management
Ohio
$227K – – –
BDFN
745
Bond & Devick Financial Network
Minnesota
$227K +$9.37K +181 +4%
MF
746
Montis Financial
Massachusetts
$227K – – –
FNBOO
747
First National Bank of Omaha
Nebraska
$226K -$1.09K -21 -0.5%
EL
748
Essex LLC
Illinois
$226K – – –
CWM
749
Curi Wealth Management
North Carolina
$225K – – –
CW
750
CIC Wealth
Maryland
$225K -$6.94K -134 -3%
28 29
30
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