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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1001
Forum Financial Management
Illinois
$207K +$201K +3,047 New
FFWA
1002
Forthright Family Wealth Advisory
Texas
$207K +$201K +3,044 New
SAI
1003
Savvy Advisors Inc
New York
$205K +$199K +3,016 New
EDRH
1004
Edmond de Rothschild Holding
Switzerland
$204K – – –
WF
1005
Welch & Forbes
Massachusetts
$204K +$198K +2,998 New
IIC
1006
Ironwood Investment Counsel
Arizona
$204K -$35.6K -538 -15%
FTWA
1007
Fifth Third Wealth Advisors
Ohio
$202K +$196K +2,961 New
BWM
1008
BNC Wealth Management
Oregon
$201K +$195K +2,951 New
EFP
1009
EnRich Financial Partners
Wisconsin
$200K +$194K +2,938 New
HFS
1010
Hantz Financial Services
Michigan
$200K -$38.2K -578 -16%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$190K -$9.91K -150 -5%
IW
1012
Imprint Wealth
South Carolina
$187K +$181K +2,742 New
GIA
1013
GHP Investment Advisors
Colorado
$186K -$18.2K -276 -9%
VWA
1014
Valued Wealth Advisors
Utah
$186K – – –
WBC
1015
West Branch Capital
Massachusetts
$185K +$991 +15 +0.6%
BBPWM
1016
Blue Bell Private Wealth Management
Pennsylvania
$183K – – –
BC
1017
Barrett & Company
Rhode Island
$177K – – –
JWA
1018
JFS Wealth Advisors
Pennsylvania
$167K – – –
SHIM
1019
Stone House Investment Management
Pennsylvania
$159K +$793 +12 +0.5%
DJSG
1020
D.J. St. Germain
Massachusetts
$156K – – –
FHC
1021
First Horizon Corporation
Tennessee
$155K +$151K +2,283 New
RP
1022
Rowlandmiller & Partners
Georgia
$151K – – –
NS
1023
NBC Securities
Alabama
$148K – – –
CJ
1024
Caitlin John
Michigan
$141K +$137K +2,067 New
AIC
1025
Archer Investment Corporation
Indiana
$139K +$20.6K +311 +18%
39 40
41
42 43