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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
751
Gerber Kawasaki Wealth & Investment Management
California
$218K +$213K +4,239 New
NAM
752
NorthCrest Asset Manangement
Minnesota
$217K +$212K +4,207 New
PAWA
753
Palo Alto Wealth Advisors
California
$215K – – –
GWM
754
GDS Wealth Management
Texas
$215K – – –
YIH
755
Y-Intercept (HK)
Hong Kong
$214K +$209K +4,161 New
PPWM
756
PFG Private Wealth Management
Florida
$214K +$81.5K +1,621 +64%
AWS
757
AJ Wealth Strategies
New York
$213K – – –
CWM
758
Congress Wealth Management
Massachusetts
$213K -$756K -15,021 -78%
WA
759
Wealth Architects
California
$211K +$205K +4,085 New
NWMG
760
National Wealth Management Group
Ohio
$210K -$16.8K -334 -8%
PCS
761
Personal CFO Solutions
New Jersey
$208K +$203K +4,039 New
CFA
762
Camarda Financial Advisors
Florida
$207K – – –
GCAC
763
Guardian Capital Advisors (Canada)
Ontario, Canada
$207K – – –
SEEDPG
764
S.E.E.D. Planning Group
New York
$206K +$201K +4,000 New
SCM
765
Stordahl Capital Management
Colorado
$206K +$201K +4,000 New
AO
766
Advisor OS
Illinois
$206K +$201K +3,996 New
PI
767
PFG Investments
New York
$204K +$199K +3,965 New
PFPT
768
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K +$199K +3,964 New
CFP
769
Catalyst Financial Partners
Massachusetts
$204K +$199K +3,960 New
FFA
770
Founders Financial Alliance
North Carolina
$191K +$4.22K +84 +2%
IBOK
771
Independence Bank of Kentucky
Kentucky
$190K +$160K +3,180 +630%
GWS
772
Glassman Wealth Services
Virginia
$183K -$10.9K -217 -6%
UB
773
UMB Bank
Missouri
$183K -$2.87K -57 -2%
AA
774
Ancora Advisors
Ohio
$181K -$2.21K -44 -1%
SC
775
SouthState Corp
Florida
$179K -$451K -8,958 -72%
29 30
31
32 33