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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
Sapient Capital
Indiana
$449K +$39.5K +536 +10%
FPWM
902
FSB Premier Wealth Management
Iowa
$447K – – –
BWM
903
BKM Wealth Management
Wisconsin
$447K -$48.4K -656 -10%
OFS
904
OneAscent Financial Services
Alabama
$445K +$221 +3 +0.1%
SC
905
Soundwatch Capital
Connecticut
$439K -$102K -1,379 -19%
WIC
906
Woodmont Investment Counsel
Tennessee
$438K -$8.85K -120 -2%
GKIM
907
GW&K Investment Management
Massachusetts
$437K -$4.43K -60 -1%
TWCA
908
Two West Capital Advisors
Kansas
$437K +$123K +1,661 +41%
SAM
909
Silvercrest Asset Management
New York
$436K +$9.22K +125 +2%
RFN
910
RDA Financial Network
Iowa
$436K +$1.18K +16 +0.3%
WJWM
911
Williams Jones Wealth Management
New York
$435K +$14.8K +200 +4%
SWA
912
Sax Wealth Advisors
New Jersey
$434K -$48.5K -658 -10%
4WM
913
49 Wealth Management
Texas
$433K +$422K +5,716 New
A
914
Alongside
Texas
$433K +$422K +5,716 New
VA
915
Vident Advisory
Georgia
$432K – – –
TCM
916
Tandem Capital Management
New Jersey
$431K +$6.12K +83 +1%
NC
917
NovaPoint Capital
Georgia
$431K +$419K +5,683 New
LA
918
LVW Advisors
New York
$426K – – –
CCC
919
Compass Capital Corp
Massachusetts
$426K -$4.11M -55,650 -91%
CAM
920
Clark Asset Management
New Hampshire
$422K -$71.4K -968 -15%
CCM
921
Cloud Capital Management
Washington
$422K +$411K +5,569 New
AAG
922
Armstrong Advisory Group
Massachusetts
$421K – – –
RA
923
Range Advisory
Virginia
$421K -$91.7K -1,243 -18%
OWA
924
Octavia Wealth Advisors
Ohio
$421K -$95K -1,288 -19%
NFG
925
Nations Financial Group
Iowa
$420K -$20.8K -282 -5%
35 36
37
38 39