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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWI
351
Long Wharf Investors
Massachusetts
$285K +$286K +4,300 New
CCM
352
Coldstream Capital Management
Washington
$280K – – –
PSUF
353
People's United Financial
Connecticut
$274K – – –
KFC
354
Klingenstein Fields & Co
New York
$272K +$13.3K +200 +5%
AFG
355
Albion Financial Group
Utah
$266K +$3.32K +50 +1%
EIM
356
Emerson Investment Management
Massachusetts
$262K +$263K +3,953 New
MIH
357
Madison Investment Holdings
Wisconsin
$260K +$261K +3,925 New
CB
358
Chemical Bank
Michigan
$257K +$257K +3,870 New
AIP
359
ARS Investment Partners
New York
$255K +$256K +3,845 New
WA
360
WealthTrust Axiom
Pennsylvania
$253K – – –
GC
361
Guggenheim Capital
Illinois
$251K -$630K -9,484 -71%
GAM
362
Garrison Asset Management
Arkansas
$249K -$179K -2,700 -42%
GA
363
Geneva Advisors
Illinois
$246K +$33.2K +499 +16%
WPC
364
White Pine Capital
Minnesota
$241K -$9.04K -136 -4%
HW
365
Hancock Whitney
Mississippi
$240K -$99.7K -1,500 -29%
PWLP
366
Prio Wealth Limited Partnership
Massachusetts
$239K +$27.9K +420 +13%
PAS
367
Partnervest Advisory Services
California
$236K +$147K +2,205 +162%
PSI
368
Pinnacle Summer Investments
Virginia
$236K +$213K +3,200 +877%
ACM
369
Azimuth Capital Management
Michigan
$235K +$235K +3,539 New
CP
370
Camelot Portfolios
Ohio
$234K – – –
NIA
371
Northstar Investment Advisors
Colorado
$228K -$4.99K -75 -2%
PCM
372
Parsons Capital Management
Rhode Island
$225K -$5.65K -85 -2%
WB
373
Webster Bank
Connecticut
$224K – – –
FMWA
374
Forvis Mazars Wealth Advisors
Missouri
$221K +$221K +3,325 New
BTNA
375
Bremer Trust National Association
Minnesota
$220K +$2.79K +42 +1%
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15
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