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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
726
Caprock Group
Idaho
$734K -$94.3K -1,316 -11%
LWM
727
Liberty Wealth Management
California
$732K +$71.3K +994 +11%
AFG
728
Albion Financial Group
Utah
$728K – – –
SWM
729
SigFig Wealth Management
California
$728K +$20.2K +282 +3%
CIC
730
Carnegie Investment Counsel
Ohio
$727K +$8.68K +121 +1%
LF
731
LifePlan Financial
Minnesota
$725K -$59.3K -827 -7%
RRA
732
Round Rock Advisors
Connecticut
$723K -$35.6K -497 -5%
BFO
733
Biltmore Family Office
North Carolina
$719K – – –
HIS
734
Horizon Investment Services
Indiana
$719K -$1.22K -17 -0.2%
CCM
735
Coldstream Capital Management
Washington
$718K -$122K -1,702 -14%
RSF
736
Rik Saylor Financial
Ohio
$718K +$1.29K +18 +0.2%
PIAS
737
PCA Investment Advisory Services
Ohio
$710K -$187K -2,605 -20%
BCM
738
Brasada Capital Management
Texas
$707K -$4.16K -58 -0.6%
AUB
739
Atlantic Union Bankshares
Virginia
$704K – – –
IRP
740
Investment Research Partners
Pennsylvania
$702K +$61.7K +860 +9%
WCP
741
Wick Capital Partners
Pennsylvania
$701K +$346K +4,822 New
YIH
742
Y-Intercept (HK)
Hong Kong
$700K +$715K +9,974 New
ACG
743
Allen Capital Group
Nebraska
$695K +$6.45K +90 +0.9%
ANTB
744
AMG National Trust Bank
Colorado
$690K +$455K +6,340 +182%
GT
745
Glenview Trust
Kentucky
$689K +$67.6K +943 +11%
PFG
746
Pinnacle Financial Group
Illinois
$688K +$101K +1,408 +17%
CFP
747
Comprehensive Financial Planning
Pennsylvania
$686K -$1.86K -26 -0.3%
WAL
748
W Advisors LLC
Tennessee
$681K – – –
AFO
749
Arrowroot Family Office
California
$676K +$104K +1,444 +18%
CL
750
CVFG LLC
Indiana
$672K +$214K +2,978 +45%
28 29
30
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