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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1001
Oakworth Capital
Alabama
$208K -$20K -303 -9%
PMFA
1002
Plante Moran Financial Advisors
Michigan
$208K +$18.5K +280 +10%
SLC
1003
Second Line Capital
Louisiana
$208K +$202K +3,049 New
FFM
1004
Forum Financial Management
Illinois
$207K +$201K +3,047 New
FFWA
1005
Forthright Family Wealth Advisory
Texas
$207K +$201K +3,044 New
SAI
1006
Savvy Advisors Inc
New York
$205K +$199K +3,016 New
EDRH
1007
Edmond de Rothschild Holding
Switzerland
$204K – – –
WF
1008
Welch & Forbes
Massachusetts
$204K +$198K +2,998 New
IIC
1009
Ironwood Investment Counsel
Arizona
$204K -$35.6K -538 -15%
KFS
1010
Kirkwood Financial Services
Texas
$203K +$197K +2,975 New
FTWA
1011
Fifth Third Wealth Advisors
Ohio
$202K +$196K +2,961 New
BWM
1012
BNC Wealth Management
Oregon
$201K +$195K +2,951 New
EFP
1013
EnRich Financial Partners
Wisconsin
$200K +$194K +2,938 New
HFS
1014
Hantz Financial Services
Michigan
$200K -$38.2K -578 -16%
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$190K -$9.91K -150 -5%
IW
1016
Imprint Wealth
South Carolina
$187K +$181K +2,742 New
GIA
1017
GHP Investment Advisors
Colorado
$186K -$18.2K -276 -9%
VWA
1018
Valued Wealth Advisors
Utah
$186K – – –
WBC
1019
West Branch Capital
Massachusetts
$185K +$991 +15 +0.6%
BBPWM
1020
Blue Bell Private Wealth Management
Pennsylvania
$183K – – –
BC
1021
Barrett & Company
Rhode Island
$177K – – –
JWA
1022
JFS Wealth Advisors
Pennsylvania
$167K – – –
SHIM
1023
Stone House Investment Management
Pennsylvania
$159K +$793 +12 +0.5%
DJSG
1024
D.J. St. Germain
Massachusetts
$156K – – –
FHC
1025
First Horizon Corporation
Tennessee
$155K +$151K +2,283 New
39 40
41
42 43