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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$231M +$31.3M +985,084 +16%
Bank of America
2
Bank of America
North Carolina
$224M +$10.6M +333,750 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$137M +$7.71M +242,441 +6%
Morgan Stanley
4
Morgan Stanley
New York
$104M +$4.35M +136,667 +4%
UBS Group
5
UBS Group
Switzerland
$39.9M +$2.56M +80,652 +7%
Wells Fargo
6
Wells Fargo
California
$38.7M +$7.27M +228,555 +24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$34.5M +$2.11M +66,403 +7%
LPL Financial
8
LPL Financial
California
$33.1M +$2.92M +91,692 +10%
AssetMark Inc
9
AssetMark Inc
California
$23M +$22.6M +709,477 New
Ameriprise
10
Ameriprise
Minnesota
$21.4M +$3.89M +122,227 +23%
WP
11
WealthPLAN Partners
Nebraska
$19.8M +$719K +22,613 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$18.8M +$4.56M +143,308 +33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.2M +$770K +24,212 +6%
AG
14
Advisor Group
Arizona
$12M +$3.27M +102,803 +38%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$9.25M -$310K -9,741 -3%
SFA
16
Stewardship Financial Advisors
Georgia
$8M +$604K +19,007 +8%
NAM
17
North American Management
Massachusetts
$7.7M +$7.54M +237,175 New
USAA
18
United Services Automobile Association
Texas
$7.26M
MML Investors Services
19
MML Investors Services
Massachusetts
$6.92M +$3.41M +107,264 +101%
PAG
20
Private Advisor Group
New Jersey
$6.02M +$778K +24,459 +15%
HS
21
Huntington Steele
Pennsylvania
$4.95M +$205K +6,442 +4%
FA
22
FC Advisory
Pennsylvania
$4.59M +$81.3K +2,556 +2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$4.53M +$173K +5,433 +4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.16M -$812K -25,530 -17%
Jane Street
25
Jane Street
New York
$4.03M -$6.95M -218,544 -64%