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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
751
Palo Alto Wealth Advisors
California
$215K – – –
GWM
752
GDS Wealth Management
Texas
$215K – – –
YIH
753
Y-Intercept (HK)
Hong Kong
$214K +$209K +4,161 New
PPWM
754
PFG Private Wealth Management
Florida
$214K +$81.5K +1,621 +64%
AWS
755
AJ Wealth Strategies
New York
$213K – – –
CWM
756
Congress Wealth Management
Massachusetts
$213K -$756K -15,021 -78%
WA
757
Wealth Architects
California
$211K +$205K +4,085 New
NWMG
758
National Wealth Management Group
Ohio
$210K -$16.8K -334 -8%
PCS
759
Personal CFO Solutions
New Jersey
$208K +$203K +4,039 New
CFA
760
Camarda Financial Advisors
Florida
$207K – – –
GCAC
761
Guardian Capital Advisors (Canada)
Ontario, Canada
$207K – – –
SEEDPG
762
S.E.E.D. Planning Group
New York
$206K +$201K +4,000 New
SCM
763
Stordahl Capital Management
Colorado
$206K +$201K +4,000 New
AO
764
Advisor OS
Illinois
$206K +$201K +3,996 New
PI
765
PFG Investments
New York
$204K +$199K +3,965 New
PFPT
766
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K +$199K +3,964 New
CFP
767
Catalyst Financial Partners
Massachusetts
$204K +$199K +3,960 New
FFA
768
Founders Financial Alliance
North Carolina
$191K +$4.22K +84 +2%
IBOK
769
Independence Bank of Kentucky
Kentucky
$190K +$160K +3,180 +630%
GWS
770
Glassman Wealth Services
Virginia
$183K -$10.9K -217 -6%
UB
771
UMB Bank
Missouri
$183K -$2.87K -57 -2%
AA
772
Ancora Advisors
Ohio
$181K -$2.21K -44 -1%
SC
773
SouthState Corp
Florida
$179K -$451K -8,958 -72%
OC
774
Oakworth Capital
Alabama
$179K +$5.73K +114 +3%
SAG
775
Spotlight Asset Group
Illinois
$175K +$171K +3,400 New
29 30
31
32 33