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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1001
SageView Advisory Group
California
– -$1.48M -26,815 Closed
WIA
1002
World Investment Advisors
California
– -$1.33M -24,660 Closed
CWP
1003
Corepath Wealth Partners
Arizona
– -$782K -14,576 Closed
Citadel Advisors
1004
Citadel Advisors
Florida
– -$587K -10,573 Closed
SCP
1005
Syntal Capital Partners
Texas
– -$473K -8,790 Closed
BA
1006
Brightwater Advisory
Florida
– -$519K -7,893 Closed
TI
1007
Trexquant Investment
Connecticut
– -$323K -5,998 Closed
ARC
1008
Advisor Resource Council
Texas
– -$311K -5,782 Closed
DIM
1009
Delta Investment Management
California
– -$299K -5,546 Closed
CG
1010
Clarus Group
Texas
– -$298K -5,539 Closed
FNBOO
1011
First National Bank of Omaha
Nebraska
– -$287K -5,336 Closed
SC
1012
Soundwatch Capital
Connecticut
– -$284K -5,272 Closed
CTFG
1013
Capstone Triton Financial Group
Oklahoma
– -$268K -4,973 Closed
AFP
1014
Alpha Financial Partners
Kentucky
– -$265K -4,929 Closed
PPW
1015
Parcion Private Wealth
Washington
– -$256K -4,752 Closed
AWA
1016
Amplius Wealth Advisors
Pennsylvania
– -$252K -4,686 Closed
CWM
1017
Curi Wealth Management
North Carolina
– -$245K -4,550 Closed
ATC
1018
Argent Trust Co
Tennessee
– -$237K -4,402 Closed
SLC
1019
Second Line Capital
Louisiana
– -$235K -4,360 Closed
AO
1020
Advisor OS
Illinois
– -$225K -4,176 Closed
SEEDPG
1021
S.E.E.D. Planning Group
New York
– -$215K -4,000 Closed
MA
1022
MJP Associates
Connecticut
– -$210K -3,905 Closed
SAM
1023
Secure Asset Management
Michigan
– -$209K -3,887 Closed
AFG
1024
AFS Financial Group
Maryland
– -$208K -3,866 Closed
GS
1025
GTS Securities
Florida
– -$207K -3,840 Closed