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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1126
Fulton Breakefield Broenniman
Maryland
$209K +$203K +2,758 New
CCP
1127
Clarkston Capital Partners
Michigan
$209K -$1.28M -17,390 -86%
VWA
1128
Valued Wealth Advisors
Utah
$207K – – –
FTWA
1129
Fifth Third Wealth Advisors
Ohio
$205K +$200K +2,711 New
RC
1130
Rahlfs Capital
Texas
$205K +$199K +2,700 New
GI
1131
Gradient Investments
Minnesota
$204K +$198K +2,688 New
BAM
1132
Berkshire Asset Management
Pennsylvania
$203K +$198K +2,683 New
SW
1133
SVB Wealth
Massachusetts
$202K +$197K +2,665 New
SWM
1134
Steinberganna Wealth Management
New York
$201K +$196K +2,652 New
PWM
1135
Pacific Wealth Management
California
$200K +$195K +2,640 New
BC
1136
Barrett & Company
Rhode Island
$197K – – –
SHIM
1137
Stone House Investment Management
Pennsylvania
$196K +$738 +10 +0.4%
PRAG
1138
Portfolio Resources Advisor Group
Florida
$195K -$221 -3 -0.1%
JWA
1139
JFS Wealth Advisors
Pennsylvania
$186K +$738 +10 +0.4%
MPWT
1140
MassMutual Private Wealth & Trust
Connecticut
$179K -$12K -163 -6%
3FI
1141
3 Factor Indexing
California
$178K – – –
AG
1142
AmeriFlex Group
Nevada
$177K +$3.1K +42 +2%
DJSG
1143
D.J. St. Germain
Massachusetts
$174K – – –
FHC
1144
First Horizon Corporation
Tennessee
$173K – – –
TRCT
1145
Tower Research Capital (TRC)
New York
$168K +$163K +2,213 New
BWL
1146
Bogart Wealth LLC
Virginia
$166K -$147K -1,998 -48%
NL
1147
NorthAvenue LLC
Ohio
$161K – – –
PMFA
1148
Plante Moran Financial Advisors
Michigan
$160K -$48.2K -653 -24%
RP
1149
Rowlandmiller & Partners
Georgia
$160K – – –
CW
1150
CrossGen Wealth
North Carolina
$159K – – –
44 45
46
47 48