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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
301
Welch & Forbes
Massachusetts
$1.26M -$191K -2,385 -13%
BAS
302
Brown Advisory Securities
Maryland
$1.25M +$79.9K +1,000 +7%
BOTW
303
Bank of the West
California
$1.24M -$606K -7,587 -33%
TA
304
Tiedemann Advisors
New York
$1.23M -$472K -5,912 -28%
LWAC
305
Laurel Wealth Advisors (California)
California
$1.22M -$5.83K -73 -0.5%
CCWA
306
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.2M +15,018 New
Bank Julius Baer & Co
307
Bank Julius Baer & Co
Switzerland
$1.21M +$716K +8,961 +150%
TFS
308
Thoroughbred Financial Services
Tennessee
$1.2M -$93K -1,164 -7%
BFPW
309
BOK Financial Private Wealth
Colorado
$1.19M +$107K +1,335 +10%
STA
310
Summit Trail Advisors
New York
$1.18M -$614K -7,686 -34%
FWIA
311
Fort Washington Investment Advisors
Ohio
$1.17M -$32.6K -408 -3%
PFS
312
Prospera Financial Services
Texas
$1.17M -$10.7K -134 -0.9%
DAS
313
Dynamic Advisor Solutions
Arizona
$1.16M -$292K -3,652 -20%
CIC
314
Carnegie Investment Counsel
Ohio
$1.16M +$39.5K +495 +4%
CHC
315
City Holding Co
West Virginia
$1.16M +$65.9K +825 +6%
FA
316
FMA Advisory
Pennsylvania
$1.15M -$3.67K -46 -0.3%
ICM
317
Islay Capital Management
Texas
$1.14M -$272K -3,403 -19%
MFG
318
Magnus Financial Group
New York
$1.13M -$232K -2,907 -17%
VFA
319
Valeo Financial Advisors
Indiana
$1.13M +$67.1K +840 +6%
IA
320
IFP Advisors
Florida
$1.13M -$198K -2,484 -15%
RGIA
321
Rainier Group Investment Advisory
Washington
$1.12M +$1.11M +13,858 New
PRWA
322
Platte River Wealth Advisors
Colorado
$1.11M +$1.09M +13,675 New
LPT
323
Legacy Private Trust
Wisconsin
$1.1M
PL
324
Plancorp LLC
Missouri
$1.1M
DLHL
325
Donald L. Hagan LLC
Florida
$1.09M