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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$123K +$130K +3,700 New
US Bancorp
202
US Bancorp
Minnesota
$118K +$107K +3,034 +582%
BWM
203
BerganKDV Wealth Management
Minnesota
$107K +$1.83K +52 +2%
FTI
204
Fiduciary Trust International
Massachusetts
$102K +$108K +3,065 New
MSA
205
Marino Stram & Associates
Massachusetts
$97K -$237K -6,730 -70%
IFAM
206
Institutional & Family Asset Management
Colorado
$91K +$18.6K +530 +24%
SQA
207
Simon Quick Advisors
New Jersey
$88K +$527 +15 +0.6%
MWA
208
Meridian Wealth Advisors
Texas
$80K +$84.6K +2,406 New
TFS
209
TrustCore Financial Services
Tennessee
$77K +$5.45K +155 +7%
HFM
210
Hartford Financial Management
Connecticut
$69K
APA
211
American Portfolios Advisors
New York
$68.7K -$7.87K -224 -10%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$57.7K +$914 +26 +2%
GC
213
Grace Capital
Massachusetts
$57K +$35.2K +1,000 +137%
AIC
214
Archer Investment Corporation
Indiana
$53K +$56K +1,592 New
CWA
215
Clarus Wealth Advisors
Arizona
$52K -$265K -7,543 -83%
BBHC
216
Brown Brothers Harriman & Co
New York
$50K +$52.7K +1,500 New
CIAS
217
Capital Investment Advisory Services
North Carolina
$48K +$51K +1,450 New
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$47K -$25.2K -718 -34%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$47K
WT
220
Whittier Trust
California
$46K
BWA
221
BDO Wealth Advisors
Florida
$44K
PFO
222
Pathstone Family Office
New Jersey
$35K +$36.6K +1,042 New
SF
223
Synovus Financial
Georgia
$31K +$1.09K +31 +3%
FCB
224
First Command Bank
Texas
$28K
FCFS
225
First Command Financial Services
Texas
$28K