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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
851
Soundwatch Capital
Connecticut
$427K +$60.7K +883 +17%
SFG
852
Skyview Financial Group
Florida
$424K +$420K +6,112 New
GS
853
GWN Securities
Florida
$424K -$55.7K -810 -12%
SAG
854
SageView Advisory Group
California
$422K -$102K -1,482 -20%
AWM
855
Athena Wealth Management
Nevada
$421K +$417K +6,067 New
AC
856
Avant Capital
Louisiana
$416K +$70.6K +1,027 +21%
DWM
857
Destination Wealth Management
California
$415K -$92.9K -1,351 -18%
FPWM
858
FSB Premier Wealth Management
Iowa
$412K +$4.54K +66 +1%
GKIM
859
GW&K Investment Management
Massachusetts
$412K -$3.71K -54 -0.9%
DFG
860
Dynamic Financial Group
Iowa
$411K +$894 +13 +0.2%
EIG
861
Ellenbecker Investment Group
Wisconsin
$411K -$401K -5,837 -50%
Kovitz Investment Group Partners
862
Kovitz Investment Group Partners
Illinois
$408K -$1.96M -28,449 -83%
NFG
863
Nations Financial Group
Iowa
$408K +$188K +2,738 +87%
TCOV
864
Trust Company of Vermont
Vermont
$406K +$8.39K +122 +2%
RIA
865
Regal Investment Advisors
Michigan
$404K -$326K -4,747 -45%
RFN
866
RDA Financial Network
Iowa
$404K -$186K -2,708 -32%
SWIG
867
Strategic Wealth Investment Group
Kentucky
$403K -$68.8K -1,001 -15%
BFA
868
Ballast Financial Advisors
Pennsylvania
$403K +$399K +5,806 New
FAM
869
Formidable Asset Management
Ohio
$398K -$29.2K -425 -7%
AF
870
Abound Financial
California
$396K
VA
871
Vident Advisory
Georgia
$396K
OWA
872
Octavia Wealth Advisors
Ohio
$396K +$151K +2,195 +63%
PCH
873
PGIM Custom Harvest
New Jersey
$396K -$9.28K -135 -2%
SAM
874
Silvercrest Asset Management
New York
$391K -$619 -9 -0.2%
LA
875
LVW Advisors
New York
$391K