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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$156K
Deutsche Bank
152
Deutsche Bank
Germany
$113K +$118K +3,334 New
SPIA
153
Steward Partners Investment Advisory
New York
$103K +$101K +2,850 +1,326%
WAM
154
Wealthspire Advisors (Maryland)
Maryland
$102K -$82.8K -2,345 -44%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$51.2K +1,450 +94%
BWA
156
BDO Wealth Advisors
Florida
$78K
APA
157
American Portfolios Advisors
New York
$70.2K +$50.1K +1,420 +218%
MGIA
158
Moneta Group Investment Advisors
Missouri
$68K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$60.3K +$62.7K +1,778 New
IWM
160
IHT Wealth Management
Illinois
$53K -$6.95K -197 -11%
IFAM
161
Institutional & Family Asset Management
Colorado
$53K +$55.4K +1,569 New
CCA
162
Clearwater Capital Advisors
Illinois
$51K +$52.9K +1,500 New
WT
163
Whittier Trust
California
$46K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$39K
FCB
165
First Command Bank
Texas
$38K
SEI Investments
166
SEI Investments
Pennsylvania
$35K +$25.6K +724 +234%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.6K +$21.7K +615 +151%
SF
168
Synovus Financial
Georgia
$27K +$28.3K +802 New
CAL
169
Capital Analysts LLC
Pennsylvania
$24K +$24.8K +703 New
HNB
170
Huntington National Bank
Ohio
$23K
CIR
171
Clear Investment Research
Georgia
$20K +$20.8K +590 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$17K -$47.3K -1,340 -73%
PO
173
Private Ocean
California
$17K +$17.7K +502 New
GI
174
Gradient Investments
Minnesota
$15K +$15.9K +450 New
TFS
175
TrustCore Financial Services
Tennessee
$14K