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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
776
AIMZ Investment Advisors
California
$562K +$557K +8,098 New
MWA
777
Merkkuri Wealth Advisors
New York
$561K -$276K -4,007 -33%
BCG
778
Breakwater Capital Group
New Jersey
$559K +$14.9K +217 +3%
WF
779
Whelan Financial
California
$556K -$69 -1 -0%
DT
780
Diversified Trust
Tennessee
$555K – – –
DWT
781
Dorsey & Whitney Trust
South Dakota
$555K – – –
PB
782
Prosperity Bancshares
Texas
$550K +$545K +7,925 New
WCM
783
Whitener Capital Management
North Carolina
$549K +$5.23K +76 +1%
BB
784
Bell Bank
North Dakota
$549K -$6.81K -99 -1%
ONB
785
Old National Bancorp
Indiana
$541K – – –
SFS
786
Sowell Financial Services
Arkansas
$540K -$36.9K -536 -6%
MFGM
787
Marshall Financial Group (Maryland)
Maryland
$535K -$11.1K -161 -2%
GAG
788
GM Advisory Group
New York
$535K +$86.2K +1,253 +19%
CFP
789
Catalyst Financial Partners
Massachusetts
$534K +$15.8K +230 +3%
SFS
790
Summit Financial Strategies
Ohio
$534K -$1.72K -25 -0.3%
AF
791
Apollon Financial
South Carolina
$532K – – –
WMA
792
West Michigan Advisors
Michigan
$528K +$6.88K +100 +1%
CAGAS
793
Capital Advisory Group Advisory Services
Minnesota
$527K +$5.64K +82 +1%
KCM
794
Kathmere Capital Management
Pennsylvania
$526K -$10.8K -157 -2%
IC
795
Inscription Capital
Texas
$523K +$206 +3 +0%
NPT
796
National Philanthropic Trust
Pennsylvania
$521K +$516K +7,500 New
ICM
797
Intrepid Capital Management
Florida
$519K – – –
CSB
798
City State Bank
Iowa
$517K – – –
AFW
799
Atlantic Family Wealth
Florida
$512K -$37.7K -548 -7%
BAM
800
BOS Asset Management
Illinois
$510K +$99.4K +1,446 +24%