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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
751
Alta Wealth Advisors
Massachusetts
$437K -$36.1K -572 -7%
FNBT
752
FineMark National Bank & Trust
Florida
$436K
CA
753
Capital Advantage
California
$435K +$448K +7,098 New
AQR Capital Management
754
AQR Capital Management
Connecticut
$435K -$19.7K -313 -4%
DWM
755
Dynasty Wealth Management
Florida
$434K +$446K +7,074 New
PW
756
Potentia Wealth
California
$433K +$446K +7,064 New
BWM
757
BKM Wealth Management
Wisconsin
$432K -$19.4K -308 -4%
CAGAS
758
Capital Advisory Group Advisory Services
Minnesota
$430K +$140K +2,215 +46%
NEPWA
759
New England Private Wealth Advisors
Massachusetts
$429K +$1.32K +21 +0.3%
CWAF
760
Core Wealth Advisors (Florida)
Florida
$429K +$4.61K +73 +1%
CCA
761
Clearwater Capital Advisors
Illinois
$428K +$440K +6,974 New
AF
762
Apollon Financial
South Carolina
$427K +$48.9K +775 +13%
HDIM
763
Hanson & Doremus Investment Management
Vermont
$426K -$189 -3 -0%
FCCM
764
First City Capital Management
Georgia
$425K
CIC
765
Carnegie Investment Counsel
Ohio
$421K
AWM
766
Alterna Wealth Management
Texas
$420K
MSFS
767
Main Street Financial Solutions
Pennsylvania
$419K -$482K -7,634 -53%
RWM
768
Riverchase Wealth Management
Texas
$419K +$431K +6,835 New
KeyBank National Association
769
KeyBank National Association
Ohio
$419K +$79.8K +1,265 +23%
SG
770
Stanich Group
New York
$418K +$430K +6,812 New
EWM
771
Evermay Wealth Management
Virginia
$417K -$30.3K -480 -7%
BCWM
772
Bartlett & Co Wealth Management
Ohio
$416K
RIL
773
Rothschild Investment LLC
Illinois
$415K +$13.8K +218 +3%
RFN
774
RDA Financial Network
Iowa
$412K -$84.5K -1,339 -17%
BJL
775
Brighton Jones LLC
Washington
$411K +$145K +2,304 +52%