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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
376
WBH Advisory
Maryland
$850K +$41.8K +523 +5%
CPIG
377
Chicago Partners Investment Group
Illinois
$846K -$156K -1,947 -16%
BC
378
Brio Consultants
California
$845K -$208K -2,599 -20%
APWM
379
Atlas Private Wealth Management
New York
$844K -$328K -4,102 -28%
APP
380
Avantax Planning Partners
Iowa
$840K +$47.9K +600 +6%
LWS
381
Lucia Wealth Services
California
$838K +$12K +150 +1%
ECG
382
Edge Capital Group
Georgia
$834K – – –
GLA
383
Good Life Advisors
Pennsylvania
$832K -$9.59K -120 -1%
AAMC
384
Asset Allocation & Management Company
Illinois
$829K – – –
KWM
385
Kingsview Wealth Management
Oregon
$828K – – –
CA
386
Clearstead Advisors
Ohio
$827K +$240K +3,005 +42%
TFCP
387
Twin Focus Capital Partners
Massachusetts
$824K – – –
HWA
388
HCR Wealth Advisors
California
$820K +$160 +2 +0%
CA
389
Calton & Associates
Florida
$809K +$303K +3,796 +61%
HC
390
Henshaw Capital
Massachusetts
$807K – – –
CCG
391
Chatham Capital Group
Georgia
$807K -$79.9K -1,000 -9%
TF
392
Tompkins Financial
New York
$807K – – –
SMFG
393
Sumitomo Mitsui Financial Group
Japan
$796K +$103K +1,289 +15%
MIP
394
Marietta Investment Partners
Wisconsin
$781K – – –
CIA
395
Choate Investment Advisors
Massachusetts
$780K -$61.1K -765 -7%
PB
396
Pinnacle Bancorp
Nebraska
$770K +$1.12K +14 +0.1%
VFA
397
Voya Financial Advisors
Connecticut
$768K -$112K -1,397 -13%
FAIM
398
Financial Advocates Investment Management
Washington
$768K +$92K +1,151 +14%
WPW
399
Waldron Private Wealth
Pennsylvania
$765K – – –
OAM
400
Occidental Asset Management
California
$758K -$28.8K -360 -4%
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16
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