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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
376
Butensky & Cohen Financial Security
Florida
$804K -$65.1K -719 -8%
EAMA
377
EFG Asset Management (Americas)
Florida
$804K – – –
IAA
378
Independent Advisor Alliance
North Carolina
$785K +$784K +8,653 New
SIA
379
Starfire Investment Advisers
Michigan
$776K +$1.18K +13 +0.2%
PP
380
Patten & Patten
Tennessee
$776K -$11.3K -125 -1%
AIP
381
ARS Investment Partners
New York
$776K – – –
WJA
382
Williams Jones & Associates
New York
$774K -$18.1K -200 -2%
PCA
383
Peddock Capital Advisors
Massachusetts
$774K – – –
MC
384
Moors & Cabot
Massachusetts
$768K +$90.3K +997 +13%
CB
385
Chemical Bank
Michigan
$764K +$18K +199 +2%
SGAM
386
Steinberg Global Asset Management
Florida
$761K -$90.6K -1,000 -11%
NAMP
387
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$761K – – –
T
388
Thomaspartners
Massachusetts
$752K -$15K -166 -2%
HCP
389
Holt Capital Partners
Texas
$741K – – –
MWM
390
Meridian Wealth Management
Kentucky
$729K +$269K +2,968 +59%
CCM
391
Coldstream Capital Management
Washington
$726K -$543 -6 -0.1%
FTIOP
392
Fiduciary Trust International of Pennsylvania
Pennsylvania
$726K – – –
GS
393
Girard Securities
California
$721K +$343K +3,786 +92%
FA
394
FDx Advisors
Illinois
$710K -$548K -6,051 -44%
GLA
395
Great Lakes Advisors
Illinois
$702K +$42.3K +467 +6%
NG
396
Northstar Group
New York
$699K – – –
BW
397
Bison Wealth
Georgia
$698K -$19.6K -216 -3%
FA
398
Fagan Associates
New York
$692K -$11K -122 -2%
CG
399
Colony Group
Massachusetts
$690K -$48.9K -540 -7%
HWA
400
HCR Wealth Advisors
California
$689K -$11.2K -124 -2%
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16
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