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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
951
Planning Directions
Pennsylvania
$240K +$18.2K +275 +8%
MWP
952
Moller Wealth Partners
$240K -$89.8K -1,359 -28%
OWA
953
Octavia Wealth Advisors
Ohio
$239K +$232K +3,508 New
GF
954
Gimbal Financial
Indiana
$239K +$14.3K +217 +7%
HWMT
955
Heritage Wealth Management (Texas)
Texas
$238K -$1.78K -27 -0.8%
FFA
956
Founders Financial Alliance
North Carolina
$236K -$2.78K -42 -1%
HA
957
Huntleigh Advisors
Missouri
$236K – – –
AIA
958
Acute Investment Advisory
Arizona
$235K -$53.4K -808 -19%
CAM
959
Creekmur Asset Management
Illinois
$235K -$47.3K -715 -17%
FW
960
FullCircle Wealth
Texas
$234K +$229K +3,468 New
GAA
961
Guardian Asset Advisors
Pennsylvania
$234K -$47.1K -712 -17%
AT
962
Arlington Trust
Alabama
$233K – – –
CAWM
963
Capital Advisors Wealth Management
Washington
$233K +$226K +3,420 New
MNBTD
964
Moody National Bank Trust Division
Texas
$232K – – –
PW
965
Pandora Wealth
Illinois
$231K – – –
AWA
966
Amplius Wealth Advisors
Pennsylvania
$228K -$52.5K -794 -19%
TC
967
TFR Capital
Texas
$228K +$66 +1 +0%
WFP
968
Wrenne Financial Planning
Kentucky
$227K – – –
FCM
969
Family Capital Management
Michigan
$225K +$219K +3,307 New
CGFA
970
Colton Groome Financial Advisors
North Carolina
$225K -$25K -378 -10%
SPWM
971
Straight Path Wealth Management
Michigan
$225K +$218K +3,304 New
JFG
972
JMG Financial Group
Illinois
$225K – – –
LG
973
Leuthold Group
Minnesota
$224K +$218K +3,295 New
NSIM
974
North Star Investment Management
Illinois
$224K – – –
AG
975
AmeriFlex Group
Nevada
$223K +$54.7K +828 +34%
37 38
39
40 41