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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
426
JMG Financial Group
Illinois
$1.26M – – –
FNT
427
First National Trust
Pennsylvania
$1.25M -$153K -1,394 -12%
BAM
428
Belpointe Asset Management
Nevada
$1.25M +$107K +969 +10%
ADL
429
Asset Dedication LLC
California
$1.25M -$68.4K -622 -6%
PA
430
PFG Advisors
Arizona
$1.25M +$39.9K +363 +4%
CAL
431
Capital Advisors Ltd
Ohio
$1.24M -$28.1K -255 -2%
SWM
432
Sugarloaf Wealth Management
Georgia
$1.23M -$104K -945 -8%
WFM
433
Wolff Financial Management
Michigan
$1.23M -$121K -1,104 -10%
RBC
434
Romano Brothers & Co
Illinois
$1.23M -$1.1K -10 -0.1%
XF
435
XML Financial
Maryland
$1.22M +$1.87K +17 +0.2%
TCMP
436
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.21M -$254K -2,312 -18%
JAG
437
Journey Advisory Group
Kentucky
$1.21M -$13.8K -125 -1%
PCA
438
Pallas Capital Advisors
Massachusetts
$1.21M -$677K -6,149 -37%
PWP
439
Perfromance Wealth Partners
Illinois
$1.21M -$22.9K -208 -2%
EWA
440
EP Wealth Advisors
California
$1.21M -$101K -914 -8%
TWP
441
Tempus Wealth Planning
California
$1.21M -$7.92K -72 -0.7%
AAMC
442
Asset Allocation & Management Company
Illinois
$1.2M – – –
TFCP
443
Twin Focus Capital Partners
Massachusetts
$1.2M – – –
LWM
444
Lakeridge Wealth Management
Ohio
$1.18M +$1.11M +10,096 New
FNB
445
Farmers National Bank
Kentucky
$1.18M +$167K +1,515 +18%
WWC
446
Waypoint Wealth Counsel
Georgia
$1.18M +$9.35K +85 +0.9%
IBOK
447
Independence Bank of Kentucky
Kentucky
$1.17M – – –
RWA
448
River Wealth Advisors
Pennsylvania
$1.17M -$9.35K -85 -0.8%
EWM
449
Edge Wealth Management
New York
$1.17M -$474K -4,305 -30%
WAM
450
WFA Asset Management
Wisconsin
$1.17M -$58.4K -531 -5%
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