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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1026
Berkshire Asset Management
Pennsylvania
$250K -$44.7K -650 -15%
RC
1027
Randolph Company
Ohio
$250K +$22.6K +328 +10%
SFS
1028
Security Financial Services
Indiana
$247K
BBPWM
1029
Blue Bell Private Wealth Management
Pennsylvania
$247K +$59.4K +864 +32%
PD
1030
Planning Directions
Pennsylvania
$247K +$1.31K +19 +0.5%
Fisher Asset Management
1031
Fisher Asset Management
Washington
$244K +$242K +3,520 New
GA
1032
Goldstein Advisors
Wisconsin
$244K +$242K +3,514 New
HWMT
1033
Heritage Wealth Management (Texas)
Texas
$243K
ANTB
1034
AMG National Trust Bank
Colorado
$242K -$3.58K -52 -1%
OC
1035
Oarsman Capital
Wisconsin
$241K -$19.9K -290 -8%
AO
1036
Advisor OS
Illinois
$241K -$32.8K -477 -12%
VAG
1037
VisionPoint Advisory Group
Texas
$240K -$17.3K -251 -7%
GAA
1038
Guardian Asset Advisors
Pennsylvania
$240K +$1.38K +20 +0.6%
MCM
1039
Mattern Capital Management
Colorado
$239K -$16.2K -235 -6%
WFP
1040
Wrenne Financial Planning
Kentucky
$237K +$4.88K +71 +2%
MNBTD
1041
Moody National Bank Trust Division
Texas
$236K
PW
1042
Pandora Wealth
Illinois
$236K
FFA
1043
Florida Financial Advisors
Florida
$234K -$20.1K -293 -8%
WIA
1044
Wetzel Investment Advisors
Indiana
$234K +$231K +3,365 New
AWA
1045
Amplius Wealth Advisors
Pennsylvania
$233K
TC
1046
TFR Capital
Texas
$231K -$1.17K -17 -0.5%
Legacy Financial Group (Iowa)
1047
Legacy Financial Group (Iowa)
Iowa
$231K
T. Rowe Price Associates
1048
T. Rowe Price Associates
Maryland
$230K -$95.6K -1,390 -30%
FCM
1049
Family Capital Management
Michigan
$230K
JFG
1050
JMG Financial Group
Illinois
$229K