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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1076
Mark Sheptoff Financial Planning
Connecticut
$17.2K +$17.7K +280 New
PK
1077
Pflug Koory
Nebraska
$15.7K – – –
SWP
1078
SIMA Wealth Partners
Virginia
$15.5K +$15.9K +252 New
MG
1079
Mather Group
Illinois
$15K – – –
TFGT
1080
TS Financial Group (TSFG)
Illinois
$15K – – –
WSCM
1081
Wellington Shields Capital Management
New York
$14.1K +$14.5K +230 New
DRP
1082
Decker Retirement Planning
Utah
$14K +$14.4K +229 New
EPW
1083
Endeavor Private Wealth
Kansas
$13.6K +$14K +222 New
TIM
1084
Tortoise Investment Management
New York
$12.3K +$12.6K +200 New
PFA
1085
Pathway Financial Advisers
Indiana
$11.8K +$12.2K +193 New
BIA
1086
Bell Investment Advisors
California
$11.8K – – –
RA
1087
Ransom Advisory
Rhode Island
$11.6K – – –
CAWM
1088
Capital A Wealth Management
Pennsylvania
$11.1K +$11.4K +181 New
POIA
1089
Pin Oak Investment Advisors
Texas
$11K – – –
PPA
1090
Painted Porch Advisors
California
$10.7K +$5.93K +94 +116%
VWM
1091
Venturi Wealth Management
Texas
$10.7K – – –
CMA
1092
Cedar Mountain Advisors
Oregon
$10.4K +$10.7K +170 New
AWM
1093
Abound Wealth Management
Tennessee
$10.2K -$235K -3,717 -96%
CT
1094
Caldwell Trust
Florida
$10.2K -$45.7K -725 -81%
CB
1095
CNB Bank
Pennsylvania
$9.2K – – –
SAM
1096
Synergy Asset Management
Washington
$8.9K +$8.96K +142 New
T
1097
Transce3nd
Texas
$8.46K +$8.71K +138 New
CAM
1098
Costello Asset Management
Pennsylvania
$8.22K +$2.21K +35 +35%
RF
1099
Robinswood Financial
Washington
$8.21K – – –
SIS
1100
Sound Income Strategies
Florida
$7.49K +$63 +1 +0.8%