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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
376
Chicago Partners Investment Group
Illinois
$846K -$156K -1,947 -16%
BC
377
Brio Consultants
California
$845K -$208K -2,599 -20%
APWM
378
Atlas Private Wealth Management
New York
$844K -$328K -4,102 -28%
APP
379
Avantax Planning Partners
Iowa
$840K +$47.9K +600 +6%
LWS
380
Lucia Wealth Services
California
$838K +$12K +150 +1%
ECG
381
Edge Capital Group
Georgia
$834K – – –
GLA
382
Good Life Advisors
Pennsylvania
$832K -$9.59K -120 -1%
AAMC
383
Asset Allocation & Management Company
Illinois
$829K – – –
KWM
384
Kingsview Wealth Management
Oregon
$828K – – –
CA
385
Clearstead Advisors
Ohio
$827K +$240K +3,005 +42%
TFCP
386
Twin Focus Capital Partners
Massachusetts
$824K – – –
HWA
387
HCR Wealth Advisors
California
$820K +$160 +2 +0%
CA
388
Calton & Associates
Florida
$809K +$303K +3,796 +61%
HC
389
Henshaw Capital
Massachusetts
$807K – – –
CCG
390
Chatham Capital Group
Georgia
$807K -$79.9K -1,000 -9%
TF
391
Tompkins Financial
New York
$807K – – –
SMFG
392
Sumitomo Mitsui Financial Group
Japan
$796K +$103K +1,289 +15%
MIP
393
Marietta Investment Partners
Wisconsin
$781K – – –
CIA
394
Choate Investment Advisors
Massachusetts
$780K -$61.1K -765 -7%
PB
395
Pinnacle Bancorp
Nebraska
$770K +$1.12K +14 +0.1%
VFA
396
Voya Financial Advisors
Connecticut
$768K -$112K -1,397 -13%
FAIM
397
Financial Advocates Investment Management
Washington
$768K +$92K +1,151 +14%
WPW
398
Waldron Private Wealth
Pennsylvania
$765K – – –
OAM
399
Occidental Asset Management
California
$758K -$28.8K -360 -4%
AWA
400
Acorn Wealth Advisors
Michigan
$758K +$639 +8 +0.1%
14 15
16
17 18