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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
801
Grimes & Company
Massachusetts
$265K -$111K -1,996 -30%
EL
802
Essex LLC
Illinois
$265K – – –
BA
803
Bluesphere Advisors
Pennsylvania
$262K +$251K +4,520 New
S
804
SignatureFD
Georgia
$262K +$16.2K +291 +7%
NWA
805
Navis Wealth Advisors
New York
$262K – – –
WJA
806
Willis Johnson & Associates
Texas
$261K -$1.67K -30 -0.7%
AMCA
807
Arthur M. Cohen & Associates
Illinois
$261K – – –
CAG
808
Curtis Advisory Group
California
$261K – – –
AAG
809
Accordant Advisory Group
Maryland
$261K +$250K +4,497 New
NP
810
NorthRock Partners
Minnesota
$260K +$29K +522 +13%
TTWM
811
TCV Trust & Wealth Management
Virginia
$259K – – –
CW
812
CIC Wealth
Maryland
$258K -$2.11K -38 -0.8%
TPWA
813
TRUE Private Wealth Advisors
Oregon
$257K +$2.94K +53 +1%
TFA
814
Teamwork Financial Advisors
Texas
$256K -$12.7K -228 -5%
TIAA Trust, National Association
815
TIAA Trust, National Association
North Carolina
$255K -$127K -2,291 -34%
FCI
816
Financial Counselors Inc
Kansas
$253K – – –
RBC
817
Romano Brothers & Co
Illinois
$251K – – –
CSWM
818
Cassady Schiller Wealth Management
Ohio
$247K -$111 -2 -0%
ACA
819
American Capital Advisory
Idaho
$246K +$46.2K +832 +20%
FWP
820
Firethorn Wealth Partners
Georgia
$246K -$666 -12 -0.3%
PMFA
821
Plante Moran Financial Advisors
Michigan
$245K +$141K +2,536 +150%
SAM
822
SP Asset Management
California
$245K +$944 +17 +0.4%
LA
823
LM Advisors
California
$244K – – –
Vanguard Personalized Indexing Management
824
Vanguard Personalized Indexing Management
California
$243K -$33.1K -597 -12%
M&T Bank
825
M&T Bank
New York
$241K +$230K +4,150 New