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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1126
Bellars Harris Wealth Management
Virginia
$214K +$209K +2,830 New
BW
1127
Balance Wealth
Ohio
$211K -$125K -1,698 -38%
FFS
1128
Founders Financial Securities
Maryland
$211K -$4.77M -64,717 -96%
VW
1129
Vantus Wealth
Pennsylvania
$211K +$205K +2,779 New
VPW
1130
Vericrest Private Wealth
Pennsylvania
$210K +$205K +2,775 New
RHP
1131
Royal Harbor Partners
Texas
$210K +$205K +2,773 New
CWM
1132
CarsonAllaria Wealth Management
Illinois
$210K +$204K +2,768 New
SWG
1133
Summit Wealth Group
Vermont
$209K +$204K +2,762 New
FBB
1134
Fulton Breakefield Broenniman
Maryland
$209K +$203K +2,758 New
CCP
1135
Clarkston Capital Partners
Michigan
$209K -$1.28M -17,390 -86%
VWA
1136
Valued Wealth Advisors
Utah
$207K – – –
FTWA
1137
Fifth Third Wealth Advisors
Ohio
$205K +$200K +2,711 New
RC
1138
Rahlfs Capital
Texas
$205K +$199K +2,700 New
GI
1139
Gradient Investments
Minnesota
$204K +$198K +2,688 New
BAM
1140
Berkshire Asset Management
Pennsylvania
$203K +$198K +2,683 New
SW
1141
SVB Wealth
Massachusetts
$202K +$197K +2,665 New
SWM
1142
Steinberganna Wealth Management
New York
$201K +$196K +2,652 New
PWM
1143
Pacific Wealth Management
California
$200K +$195K +2,640 New
BC
1144
Barrett & Company
Rhode Island
$197K – – –
SHIM
1145
Stone House Investment Management
Pennsylvania
$196K +$738 +10 +0.4%
PRAG
1146
Portfolio Resources Advisor Group
Florida
$195K -$221 -3 -0.1%
JWA
1147
JFS Wealth Advisors
Pennsylvania
$186K +$738 +10 +0.4%
MPWT
1148
MassMutual Private Wealth & Trust
Connecticut
$179K -$12K -163 -6%
3FI
1149
3 Factor Indexing
California
$178K – – –
AG
1150
AmeriFlex Group
Nevada
$177K +$3.1K +42 +2%
44 45
46
47 48