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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.9M +$1.87M +48,618 New
WWM
127
Western Wealth Management
Colorado
$1.9M +$145K +3,758 +8%
AW
128
ACG Wealth
Georgia
$1.87M +$27.7K +718 +2%
PAS
129
Park Avenue Securities
New York
$1.86M -$98K -2,544 -5%
AFG
130
Albion Financial Group
Utah
$1.86M -$64.8K -1,681 -3%
CPIA
131
Cornell Pochily Investment Advisors
New York
$1.82M +$106K +2,744 +6%
SXL
132
Summit X LLC
Missouri
$1.82M +$170K +4,422 +11%
PCM
133
Parsons Capital Management
Rhode Island
$1.79M +$46.4K +1,205 +3%
IWS
134
Insight Wealth Strategies
California
$1.78M +$1.17M +30,340 +200%
WPSG
135
Wealth & Pension Services Group
Georgia
$1.77M -$2.5K -65 -0.1%
FHA
136
First Horizon Advisors
Tennessee
$1.74M +$136K +3,523 +9%
SEI Investments
137
SEI Investments
Pennsylvania
$1.72M +$1.23M +31,939 +269%
EPA
138
Element Pointe Advisors
Florida
$1.69M +$92.8K +2,410 +6%
KFGK
139
Keystone Financial Group (Kentucky)
Kentucky
$1.67M +$68.1K +1,767 +4%
OC
140
Oppenheimer & Co
New York
$1.63M +$596K +15,475 +59%
MWM
141
Mascoma Wealth Management
New Hampshire
$1.63M +$97.3K +2,526 +6%
KIA
142
KCM Investment Advisors
California
$1.61M +$44.8K +1,164 +3%
CAM
143
Cresset Asset Management
Illinois
$1.59M +$308K +7,986 +24%
AF
144
AtlasMark Financial
Texas
$1.58M +$1.56M +40,408 New
CG
145
Colony Group
Massachusetts
$1.56M -$202K -5,254 -12%
FHA
146
Flagship Harbor Advisors
Massachusetts
$1.53M +$130K +3,362 +9%
PCM
147
Perritt Capital Management
Illinois
$1.52M -$90.5K -2,350 -6%
SRSA
148
S.R. Schill & Associates
Washington
$1.4M +$1.38M +35,707 New
CBFP
149
Cedar Brook Financial Partners
Ohio
$1.36M +$26.2K +681 +2%
RWP
150
RWA Wealth Partners
Massachusetts
$1.34M – – –