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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCIA
376
Hochman Cole Investment Advisors
Illinois
$1.03M +$5.08K +53 +0.5%
CIA
377
Choate Investment Advisors
Massachusetts
$1.03M +$254K +2,650 +34%
CB
378
Chemical Bank
Michigan
$1.02M -$28.7K -300 -3%
PBT
379
Pictet Bank & Trust
Bahamas
$1.02M – – –
ECG
380
Edge Capital Group
Georgia
$1.01M -$310K -3,240 -24%
TFCP
381
Twin Focus Capital Partners
Massachusetts
$1M – – –
WP
382
WealthPLAN Partners
Nebraska
$997K +$18.7K +195 +2%
TF
383
Tompkins Financial
New York
$982K – – –
HC
384
Henshaw Capital
Massachusetts
$982K – – –
EWF
385
Epstein & White Financial
California
$972K -$144K -1,500 -13%
PAA
386
Peregrine Asset Advisers
Oregon
$968K +$670 +7 +0.1%
SWP
387
Strategic Wealth Partners
Ohio
$965K -$44.2K -461 -5%
AC
388
Alley Company
Illinois
$956K -$656K -6,848 -41%
MIP
389
Marietta Investment Partners
Wisconsin
$949K – – –
WSCM
390
Wellington Shields Capital Management
New York
$936K -$170K -1,775 -16%
PMFA
391
Plante Moran Financial Advisors
Michigan
$930K – – –
WPW
392
Waldron Private Wealth
Pennsylvania
$930K +$908K +9,479 New
BSB
393
Bangor Savings Bank
Maine
$927K -$2.01K -21 -0.2%
SBH
394
Segall Bryant & Hamill
Illinois
$926K -$15.6K -163 -2%
LWS
395
Lucia Wealth Services
California
$926K -$8.14K -85 -0.9%
EWM
396
Evermay Wealth Management
Virginia
$920K +$575 +6 +0.1%
MWM
397
Mascoma Wealth Management
New Hampshire
$919K +$39.7K +415 +5%
SSWM
398
Sheets Smith Wealth Management
North Carolina
$915K -$23.2K -242 -3%
AWA
399
Acorn Wealth Advisors
Michigan
$912K +$479 +5 +0.1%
VCM
400
Virtue Capital Management
Tennessee
$911K -$603K -6,291 -40%
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16
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