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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
326
Brown Advisory Securities
Maryland
$1.07M -$317K -3,318 -19%
LNC
327
Lincoln National Corp
Pennsylvania
$1.06M -$42.8K -448 -3%
VFA
328
Valeo Financial Advisors
Indiana
$1.06M +$14.2K +149 +1%
FNBT
329
FineMark National Bank & Trust
Florida
$1.06M -$122K -1,275 -8%
FA
330
FMA Advisory
Pennsylvania
$1.05M -$8.41K -88 -0.6%
DLHL
331
Donald L. Hagan LLC
Florida
$1.05M – – –
MWM
332
MinichMacGregor Wealth Management
New York
$1.05M +$1.29M +13,520 New
BAC
333
Boys Arnold & Co
North Carolina
$1.03M +$429K +4,490 +47%
SWM
334
Sugarloaf Wealth Management
Georgia
$1.03M -$37K -387 -3%
HMS
335
Hanseatic Management Services
New Mexico
$1.02M +$5.26K +55 +0.4%
CIC
336
Carnegie Investment Counsel
Ohio
$1.02M +$76.5K +800 +6%
LPT
337
Legacy Private Trust
Wisconsin
$1M -$81.7K -855 -6%
PL
338
Plancorp LLC
Missouri
$999K – – –
CHC
339
City Holding Co
West Virginia
$992K +$44.4K +465 +4%
EWA
340
EP Wealth Advisors
California
$991K +$402K +4,206 +45%
BFPW
341
BOK Financial Private Wealth
Colorado
$989K +$972K +10,175 +311%
CA
342
CapWealth Advisors
Tennessee
$980K -$20.4K -213 -2%
AP
343
Adero Partners
California
$976K – – –
IFWM
344
Institute for Wealth Management
Colorado
$975K -$262K -2,740 -17%
CPIG
345
Chicago Partners Investment Group
Illinois
$969K -$74K -774 -6%
SNBOSD
346
Security National Bank of So Dak
Iowa
$966K +$275K +2,875 +28%
BC
347
Brio Consultants
California
$961K -$306K -3,206 -20%
PGA
348
Portland Global Advisors
Maine
$953K – – –
CF
349
Centaurus Financial
California
$947K -$24.8K -259 -2%
BB
350
Busey Bank
Illinois
$947K +$65.4K +684 +6%
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