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iShares Core Dividend Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.3B +$16.6M +251,100 +1%
Bank of America
2
Bank of America
North Carolina
$1.27B +$12.9M +195,211 +1%
LPL Financial
3
LPL Financial
California
$1.24B +$37M +559,988 +3%
Wealthfront Advisers
4
Wealthfront Advisers
California
$906M +$386K +5,842 +0%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$719M -$197M -2,975,979 -22%
Raymond James Financial
6
Raymond James Financial
Florida
$713M +$30.2M +457,568 +5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$583M +$80.1M +1,211,980 +16%
CIA
8
Capital Investment Advisors
Georgia
$553M +$10.8M +163,167 +2%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$517M -$7.98M -120,712 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$514M -$23.4M -353,780 -4%
Ameriprise
11
Ameriprise
Minnesota
$496M -$40.9M -618,834 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$447M +$9.21M +139,348 +2%
Wells Fargo
13
Wells Fargo
California
$435M +$5.3M +80,268 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$357M -$4.47M -67,629 -1%
Goldman Sachs
15
Goldman Sachs
New York
$341M +$25.9M +392,050 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$338M +$44.5M +673,706 +16%
UBS Group
17
UBS Group
Switzerland
$322M -$2.62M -39,648 -0.8%
MML Investors Services
18
MML Investors Services
Massachusetts
$255M -$52.3M -791,100 -17%
JP Morgan Chase
19
JP Morgan Chase
New York
$226M -$13.9M -210,717 -6%
VIA
20
Vantagepoint Investment Advisers
District of Columbia
$222M +$215M +3,259,156 New
Truist Financial
21
Truist Financial
North Carolina
$206M +$1.99M +30,141 +1%
Mariner
22
Mariner
Kansas
$180M -$11.4M -173,242 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$176M +$21.4M +324,533 +14%
Stifel Financial
24
Stifel Financial
Missouri
$174M +$5.97M +90,317 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$157M -$945K -14,305 -0.6%