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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
776
Continuum Wealth Advisors
New York
$359K -$47.1K -781 -12%
AA
777
Addison Advisors
Vermont
$358K -$201K -3,332 -37%
VA
778
Vident Advisory
Georgia
$358K – – –
GWP
779
Gateway Wealth Partners
Wisconsin
$357K +$56.9K +944 +20%
CPSC
780
Carl P. Sherr & Co
Massachusetts
$356K – – –
OHIS
781
Oak Harvest Investment Services
Texas
$351K +$20.9K +347 +7%
KeyBank National Association
782
KeyBank National Association
Ohio
$349K +$107K +1,782 +47%
SF
783
Symphony Financial
Texas
$348K +$6.21K +103 +2%
TIAA Trust, National Association
784
TIAA Trust, National Association
North Carolina
$345K +$76.9K +1,275 +30%
BFC
785
Bedel Financial Consulting
Indiana
$343K – – –
CRI
786
Commonwealth Retirement Investments
Virginia
$342K -$24.3K -403 -7%
CPC
787
Consolidated Planning Corp
Georgia
$341K +$114K +1,898 +54%
LRPA
788
L. Roy Papp & Associates
Arizona
$340K +$327K +5,418 New
ONB
789
Old National Bancorp
Indiana
$340K – – –
CIR
790
Clear Investment Research
Georgia
$339K +$8.86K +147 +3%
CWM
791
Castle Wealth Management
Florida
$339K -$4.34M -72,065 -93%
HAIM
792
Hunter Associates Investment Management
Pennsylvania
$339K – – –
JSW
793
Journey Strategic Wealth
New Jersey
$338K +$325K +5,396 New
LT
794
Legacy Trust
Michigan
$338K +$325K +5,392 New
PA
795
Planning Alternatives
Michigan
$338K -$3.5K -58 -1%
BDFN
796
Bond & Devick Financial Network
Minnesota
$338K – – –
EFG
797
Ethos Financial Group
Pennsylvania
$337K -$112K -1,860 -26%
UAG
798
United Advisor Group
Ohio
$335K +$322K +5,346 New
SC
799
Soundwatch Capital
Connecticut
$331K +$318K +5,272 New
RHP
800
Royal Harbor Partners
Texas
$329K – – –