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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
951
Oakworth Capital
Alabama
$207K – – –
WFP
952
Wrenne Financial Planning
Kentucky
$206K – – –
EP
953
Edgestream Partners
New Jersey
$204K +$207K +3,309 New
JFG
954
JMG Financial Group
Illinois
$204K – – –
OCM
955
One Capital Management
California
$204K -$6.27K -100 -3%
NSIM
956
North Star Investment Management
Illinois
$203K – – –
SLC
957
Second Line Capital
Louisiana
$202K +$205K +3,275 New
RMDI
958
R.M. Davis Inc
Maine
$202K +$204K +3,262 New
PCM
959
Pennsylvania Capital Management
Pennsylvania
$202K +$204K +3,262 New
LWL
960
Leo Wealth LLC
Texas
$201K -$2.33M -37,106 -92%
GIA
961
GHP Investment Advisors
Colorado
$197K +$14.1K +225 +8%
ACA
962
American Capital Advisory
Idaho
$193K -$4.89K -78 -2%
CAM
963
Creekmur Asset Management
Illinois
$193K +$30.8K +491 +19%
SSB
964
Sandy Spring Bank
Maryland
$185K -$54.4K -868 -22%
EDRH
965
Edmond de Rothschild Holding
Switzerland
$185K -$918K -14,648 -83%
WTFG
966
Wood Tarver Financial Group
Idaho
$182K +$188 +3 +0.1%
MPWT
967
MassMutual Private Wealth & Trust
Connecticut
$175K +$26.5K +423 +18%
WIM
968
Westside Investment Management
California
$173K -$79.8K -1,273 -31%
DSC
969
Duncker Streett & Co
Missouri
$172K – – –
BBPWM
970
Blue Bell Private Wealth Management
Pennsylvania
$171K – – –
VWA
971
Valued Wealth Advisors
Utah
$170K -$1.06K -17 -0.6%
WBC
972
West Branch Capital
Massachusetts
$166K +$815 +13 +0.5%
BC
973
Barrett & Company
Rhode Island
$161K – – –
CPA
974
Cardiff Park Advisors
California
$157K +$815 +13 +0.5%
LFA
975
LGT Financial Advisors
Texas
$155K -$32.1K -512 -17%
37 38
39
40 41