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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
$936M +$47.9M +1,183,805 +6%
Bank of America
2
Bank of America
North Carolina
$587M -$9.9M -244,870 -2%
Morgan Stanley
3
Morgan Stanley
New York
$354M +$51.1M +1,264,229 +18%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$286M +$10.7M +264,834 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$282M +$3.93M +97,108 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$197M +$1.6M +39,561 +0.9%
LPL Financial
7
LPL Financial
California
$177M +$24.4M +603,667 +17%
Ameriprise
8
Ameriprise
Minnesota
$169M +$30M +741,721 +23%
Goldman Sachs
9
Goldman Sachs
New York
$164M +$4.77M +117,815 +3%
Wells Fargo
10
Wells Fargo
California
$162M +$30.1M +743,207 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$158M +$21M +520,398 +16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$158M +$28.6M +708,183 +23%
UBS Group
13
UBS Group
Switzerland
$138M +$14.9M +368,809 +13%
Truist Financial
14
Truist Financial
North Carolina
$118M +$113M +2,793,465 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$105M +$11.4M +281,591 +13%
RJA
16
Raymond James & Associates
Florida
$76.7M +$15.4M +381,051 +26%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$59.4M +$5.46M +134,957 +11%
MML Investors Services
18
MML Investors Services
Massachusetts
$55.5M +$6.64M +164,165 +14%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$52.5M +$5.71M +141,122 +13%
RIG
20
RiverFront Investment Group
Virginia
$51.8M -$358K -8,855 -0.7%
SEIA
21
Signature Estate & Investment Advisors
California
$48.3M +$46.4M +1,147,145 New
AWM
22
Argent Wealth Management
Massachusetts
$42M +$40.4M +998,134 New
PAG
23
Private Advisor Group
New Jersey
$37.4M +$6.29M +155,424 +21%
KIM
24
Karpus Investment Management
New York
$33.9M +$4.06M +100,332 +14%
FAAS
25
First Allied Advisory Services
California
$33.4M +$6.34M +156,862 +25%