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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
126
Mandatum Life Insurance Company
Finland
$426K
FIM
127
Fernwood Investment Management
Massachusetts
$423K +$139K +4,040 +49%
DIA
128
Davidson Investment Advisors
Montana
$415K +$5.58K +162 +1%
SXL
129
Summit X LLC
Missouri
$393K +$129K +3,755 +49%
CL
130
CPWM LLC
Washington
$390K +$391K +11,369 New
FHC
131
First Heartland Consultants
Missouri
$381K +$9.98K +290 +3%
FA
132
FDx Advisors
Illinois
$369K +$371K +10,768 New
HFS
133
HL Financial Services
Kentucky
$338K +$339K +9,849 New
EWF
134
Epstein & White Financial
California
$329K -$210K -6,113 -39%
WSFS
135
Wilmington Savings Fund Society
Delaware
$327K +$328K +9,525 New
SMFS
136
Squar Milner Financial Services
California
$326K +$12.1K +352 +4%
AFP
137
Ausdal Financial Partners
Iowa
$310K +$42.1K +1,222 +16%
TWA
138
Tillar-Wenstrup Advisors
Ohio
$306K +$12.3K +357 +4%
AIP
139
Almanack Investment Partners
Pennsylvania
$305K -$31.8K -924 -9%
Creative Planning
140
Creative Planning
Kansas
$305K +$9.78K +284 +3%
BAM
141
Berkshire Asset Management
Pennsylvania
$299K -$19.3K -562 -6%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$298K +$11.1K +321 +4%
PAS
143
Park Avenue Securities
New York
$296K +$297K +8,624 New
MWM
144
Mascoma Wealth Management
New Hampshire
$289K -$4.85M -140,817 -94%
Citadel Advisors
145
Citadel Advisors
Florida
$288K +$289K +8,393 New
PPA
146
Parametric Portfolio Associates
Washington
$261K +$5.06K +147 +2%
AW
147
ACG Wealth
Georgia
$260K
CAM
148
Concorde Asset Management
Michigan
$256K -$142K -4,128 -36%
MSA
149
Marino Stram & Associates
Massachusetts
$251K -$23K -668 -8%
FCT
150
Family Capital Trust
Massachusetts
$250K