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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
201
Windsor Wealth Management
Indiana
$6.58M +$1.27M +25,818 +25%
CT
202
Colonial Trust
South Carolina
$6.57M +$1.8M +36,640 +39%
MGIA
203
Moneta Group Investment Advisors
Missouri
$6.56M +$5.37M +109,489 +600%
EFS
204
Essex Financial Services
Connecticut
$6.5M +$465K +9,464 +8%
OC
205
Oppenheimer & Co
New York
$6.44M -$123K -2,509 -2%
PCM
206
Parsons Capital Management
Rhode Island
$6.4M +$1.68M +34,256 +37%
AGA
207
Arkos Global Advisors
Texas
$6.38M +$680K +13,855 +12%
RPWA
208
Regent Peak Wealth Advisors
Georgia
$6.35M +$299K +6,097 +5%
PMG
209
ProVise Management Group
Florida
$6.33M +$968K +19,726 +18%
FWM
210
FFT Wealth Management
Pennsylvania
$6.27M +$3.21M +65,314 +109%
JWM
211
Jackson Wealth Management
Florida
$6.24M -$2.2M -44,829 -26%
DADC
212
D.A. Davidson & Co
Montana
$6.16M +$1.01M +20,634 +20%
TPCW
213
TD Private Client Wealth
New York
$6.07M +$743K +15,143 +14%
IWC
214
Integrated Wealth Concepts
Massachusetts
$6.03M -$375K -7,643 -6%
TPWM
215
Twelve Points Wealth Management
Massachusetts
$5.98M +$5.52M +112,375 +1,568%
GIA
216
Gladstone Institutional Advisory
Florida
$5.93M +$157K +3,206 +3%
PFO
217
Pathstone Family Office
New Jersey
$5.83M +$491K +9,998 +23%
PGAM
218
Princeton Global Asset Management
New Jersey
$5.68M +$416K +8,476 +8%
SCA
219
Scott Capital Advisors
Oregon
$5.63M +$1.17M +23,914 +27%
HFRG
220
Houlihan Financial Resource Group
Virginia
$5.6M +$727K +14,820 +15%
PFG
221
Pacific Financial Group
Washington
$5.55M -$200K -4,080 -4%
SWMG
222
Sanchez Wealth Management Group
Florida
$5.5M -$2.55K -52 -0%
AGP
223
Autumn Glory Partners
Texas
$5.47M -$32.4K -660 -0.6%
CIC
224
Carnegie Investment Counsel
Ohio
$5.42M +$5.32M +108,308 New
PCIA
225
Prime Capital Investment Advisors
Kansas
$5.34M +$5.25M +106,860 New
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9
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