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iShares Core Dividend Growth ETF
DGRO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
201
Sagespring Wealth Partners
Tennessee
$7.96M -$1.52M -24,183 -16%
BCI
202
Brinker Capital Investments
Pennsylvania
$7.64M +$398K +6,353 +5%
OPS
203
Orion Portfolio Solutions
Nebraska
$7.64M +$398K +6,353 +5%
PCG
204
Prosperity Consulting Group
Maryland
$7.6M +$489K +7,803 +7%
PWA
205
Physician Wealth Advisors
Utah
$7.6M -$176K -2,806 -2%
RFM
206
Royal Fund Management
Florida
$7.51M +$103K +1,649 +1%
DIA
207
Davidson Investment Advisors
Montana
$7.51M -$640K -10,207 -8%
AGA
208
Arkos Global Advisors
Texas
$7.46M +$270K +4,309 +4%
FIA
209
Foundations Investment Advisors
Arizona
$7.35M -$1.89M -30,096 -20%
DADC
210
D.A. Davidson & Co
Montana
$7.3M +$108K +1,726 +1%
YWS
211
Yarger Wealth Strategies
Ohio
$7.26M +$28.9K +461 +0.4%
AWM
212
Aprio Wealth Management
Georgia
$7.23M +$419K +6,694 +6%
BWS
213
Buck Wealth Strategies
Colorado
$7.14M -$2.28M -36,410 -24%
MC
214
Matisse Capital
Oregon
$7.11M +$4.2K +67 +0.1%
CBA
215
Coastal Bridge Advisors
Connecticut
$7.08M +$7.18M +114,659 New
MF
216
Meridian Financial
Massachusetts
$7.08M -$53.8K -859 -0.7%
ASN
217
Advisory Services Network
Georgia
$7M +$304K +4,846 +4%
AWE
218
Avidian Wealth Enterprises
Texas
$6.98M -$520K -8,297 -7%
LWA
219
Lineweaver Wealth Advisors
Ohio
$6.95M -$162K -2,584 -2%
CAM
220
Cresset Asset Management
Illinois
$6.91M -$154K -2,465 -2%
DFG
221
Demars Financial Group
Washington
$6.91M -$1.11M -17,723 -4%
ACA
222
Aptus Capital Advisors
Alabama
$6.89M +$1.03M +16,445 +17%
SWA
223
Stratos Wealth Advisors
Ohio
$6.87M -$2.56M -40,823 -27%
AIM
224
Alhambra Investment Management
Florida
$6.86M +$481K +7,673 +7%
EWA
225
EP Wealth Advisors
California
$6.86M -$985K -15,714 -12%
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9
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