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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
176
DOHJ LLC
Washington
$3.24M -$116K -2,731 -4%
EB
177
Eastern Bank
Massachusetts
$3.21M -$231K -5,425 -7%
MSWMA
178
Market Street Wealth Management Advisors
Indiana
$3.17M +$46.7K +1,099 +2%
22CM
179
20/20 Capital Management
California
$3.06M +$2.63M +61,803 +1,049%
EWA
180
Exencial Wealth Advisors
Oklahoma
$3.03M -$3M -70,617 -51%
DF
181
Donoghue Forlines
Massachusetts
$3.02M -$769K -18,096 -21%
WCG
182
Weaver Consulting Group
California
$2.97M +$631K +14,850 +29%
FIM
183
Fernwood Investment Management
Massachusetts
$2.92M +$55.3K +1,300 +2%
BRWA
184
B. Riley Wealth Advisors
Florida
$2.92M -$4.96M -116,750 -64%
HAC
185
Harbor Advisory Corp
New Hampshire
$2.92M +$2.77M +65,141 New
WWM
186
Western Wealth Management
Colorado
$2.88M +$132K +3,104 +5%
SS
187
Sunbelt Securities
Texas
$2.84M +$169K +3,969 +7%
BFA
188
Beacon Financial Advisory
Ohio
$2.83M +$20.4K +480 +0.8%
RSWM
189
Robertson Stephens Wealth Management
California
$2.83M -$46.7K -1,099 -2%
PGAM
190
Princeton Global Asset Management
New Jersey
$2.82M +$111K +2,604 +4%
AF
191
AtlasMark Financial
Texas
$2.8M +$30.7K +722 +1%
SVWAG
192
Sound View Wealth Advisors Group
Georgia
$2.8M +$2.65M +62,383 New
KWM
193
Kingsview Wealth Management
Oregon
$2.78M -$99K -2,328 -4%
LFAS
194
Level Four Advisory Services
Texas
$2.78M +$176K +4,148 +7%
PFA
195
Professional Financial Advisors
Nebraska
$2.73M +$198K +4,654 +8%
TW
196
TrinityPoint Wealth
Connecticut
$2.72M +$1.95M +45,837 +331%
EFS
197
Essex Financial Services
Connecticut
$2.72M +$362K +8,514 +16%
Lazard Asset Management
198
Lazard Asset Management
New York
$2.69M
GRP
199
Global Retirement Partners
California
$2.67M +$13.6K +321 +0.5%
TWM
200
TriaGen Wealth Management
California
$2.67M +$2.53M +59,482 New