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iShares Core Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$1.62M
KWA
52
Kellett Wealth Advisors
Ohio
$1.61M -$94.5K -1,720 -5%
WIA
53
World Investment Advisors
California
$1.48M +$1.81K +33 +0.1%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.44M +$241K +4,389 +20%
SA
55
Sovran Advisors
California
$1.23M -$25.6K -467 -2%
AWMG
56
ADG Wealth Management Group
Louisiana
$1.1M +$70.3K +1,281 +7%
PGAM
57
Princeton Global Asset Management
New Jersey
$1.09M -$33.6K -612 -3%
Corient Private Wealth
58
Corient Private Wealth
Florida
$1.05M -$21.4M -390,279 -95%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$1.04M +$74K +1,347 +8%
CW
60
CreativeOne Wealth
Kansas
$1.02M +$54.7K +996 +6%
NP
61
NorthRock Partners
Minnesota
$1M +$3.9K +71 +0.4%
GIA
62
Gladstone Institutional Advisory
Florida
$978K +$135K +2,461 +16%
CA
63
Continuum Advisory
Idaho
$927K
MCM
64
MidAtlantic Capital Management
Virginia
$922K +$8.9K +162 +1%
SWP
65
Stratos Wealth Partners
Ohio
$850K -$52.7K -960 -6%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$847K +$103K +1,879 +14%
QWP
67
Quotient Wealth Partners
Texas
$806K +$820K +14,938 New
FIA
68
Foundations Investment Advisors
Arizona
$775K -$330K -6,007 -29%
LSWP
69
Liberty Square Wealth Partners
Pennsylvania
$730K +$171K +3,112 +30%
IWC
70
Integrated Wealth Concepts
Massachusetts
$704K +$449K +8,178 +168%
DIA
71
Dana Investment Advisors
Wisconsin
$664K -$37.3K -680 -5%
CCMG
72
Clark Capital Management Group
Pennsylvania
$646K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$639K -$439K -7,999 -40%
IAS
74
Integrity Advisory Solutions
Texas
$637K +$4.5K +82 +0.7%
P
75
Paradiem
Louisiana
$600K -$53.1M -966,829 -99%