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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
726
Catalyst Financial Partners
Massachusetts
$492K +$36.7K +585 +8%
BFS
727
Bradley Foster & Sargent
Connecticut
$485K +$9.53K +152 +2%
FPGK
728
Financial Partners Group (Kansas)
Kansas
$482K +$2.19K +35 +0.5%
HL
729
HeadInvest LLC
Maine
$481K -$173K -2,760 -26%
BWM
730
BKM Wealth Management
Wisconsin
$480K +$45.2K +721 +10%
AAS
731
Annex Advisory Services
Wisconsin
$479K -$186K -2,972 -28%
CSB
732
City State Bank
Iowa
$478K +$5.33K +85 +1%
BW
733
Balance Wealth
Ohio
$477K +$484K +7,717 New
WJA
734
Willis Johnson & Associates
Texas
$476K +$8.33K +133 +2%
ML
735
McAdam LLC
Pennsylvania
$476K -$74.1K -1,183 -13%
SFS
736
Summit Financial Strategies
Ohio
$475K – – –
AWM
737
Avaii Wealth Management
Wisconsin
$473K -$17.7K -283 -4%
KWM
738
Keebeck Wealth Management
Illinois
$472K +$70.2K +1,120 +17%
AUB
739
Atlantic Union Bankshares
Virginia
$470K – – –
BA
740
Bluesphere Advisors
Pennsylvania
$469K +$68.4K +1,092 +17%
ICM
741
Intrepid Capital Management
Florida
$462K – – –
SHJ
742
Sharkey, Howes & Javer
Colorado
$461K -$74.1K -1,183 -14%
AF
743
Apollon Financial
South Carolina
$459K +$28.8K +460 +7%
DWT
744
Dorsey & Whitney Trust
South Dakota
$457K – – –
FCT
745
Family Capital Trust
Massachusetts
$451K – – –
PFWA
746
Paces Ferry Wealth Advisors
Georgia
$450K -$19.4K -310 -4%
WCM
747
Whitener Capital Management
North Carolina
$448K -$25.1K -400 -5%
CIC
748
Carnegie Investment Counsel
Ohio
$446K +$63.5K +1,014 +15%
SBIA
749
Sheaff Brock Investment Advisors
Indiana
$446K +$1.63K +26 +0.4%
RIL
750
Rothschild Investment LLC
Illinois
$442K +$24.4K +390 +6%
28 29
30
31 32