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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
401
Pallas Capital Advisors
Massachusetts
$1.38M +$106K +902 +9%
FHWM
402
Fox Hill Wealth Management
Massachusetts
$1.37M +$1.3M +11,111 New
UL
403
Unionview LLC
Washington
$1.37M -$139K -1,184 -10%
KTA
404
Keeley-Teton Advisors
Illinois
$1.36M +$23.4K +200 +2%
WT
405
Whittier Trust
California
$1.36M -$295K -2,521 -19%
WGC
406
Watts Gwilliam & Co
Arizona
$1.36M +$1.27M +10,861 New
BAM
407
Berkshire Asset Management
Pennsylvania
$1.35M +$287K +2,452 +29%
WA
408
Waverly Advisors
Alabama
$1.35M +$1.08M +9,208 +527%
TF
409
Tompkins Financial
New York
$1.34M -$14.2K -121 -1%
JFG
410
JMG Financial Group
Illinois
$1.32M -$2.93K -25 -0.2%
ADL
411
Asset Dedication LLC
California
$1.32M +$5.86K +50 +0.5%
CA
412
CoreCap Advisors
Michigan
$1.32M -$494K -4,222 -28%
HIA
413
Harbor Investment Advisory
Maryland
$1.31M -$35.1K -300 -3%
CSPIA
414
Cary Street Partners Investment Advisory
Virginia
$1.31M -$198K -1,694 -14%
IWP
415
Invenio Wealth Partners
Florida
$1.31M -$280K -2,388 -18%
SVWAG
416
Sound View Wealth Advisors Group
Georgia
$1.31M +$343K +2,932 +38%
BAM
417
Belpointe Asset Management
Nevada
$1.3M -$10.9K -93 -0.9%
TWA
418
TCI Wealth Advisors
Arizona
$1.3M -$69.4K -593 -5%
BWA
419
Blodgett Wealth Advisors
California
$1.3M -$70.3K -600 -5%
TWP
420
Tyche Wealth Partners
Texas
$1.3M -$147K -1,253 -11%
SWM
421
Sugarloaf Wealth Management
Georgia
$1.29M +$234 +2 +0%
RBC
422
Romano Brothers & Co
Illinois
$1.29M – – –
VCA
423
Verdence Capital Advisors
Maryland
$1.28M -$107K -910 -8%
FNT
424
First National Trust
Pennsylvania
$1.28M -$37.4K -319 -3%
XF
425
XML Financial
Maryland
$1.28M +$820 +7 +0.1%
15 16
17
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