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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
451
Neumann Capital Management
California
$637K – – –
PWM
452
Patriot Wealth Management
Texas
$632K +$635K +6,334 New
PP
453
PagnatoKarp Partners
Virginia
$622K -$206K -2,054 -25%
WI
454
Wintrust Investments
Illinois
$616K +$401 +4 +0.1%
PWLP
455
Prio Wealth Limited Partnership
Massachusetts
$614K +$36.6K +365 +6%
LA
456
LexAurum Advisors
Kansas
$611K – – –
NIC
457
Northwest Investment Counselors
Oregon
$609K -$62.8K -626 -9%
EWA
458
EP Wealth Advisors
California
$597K +$135K +1,351 +29%
NG
459
Northstar Group
New York
$595K -$17.6K -176 -3%
EIA
460
Eldridge Investment Advisors
New Hampshire
$591K +$12.9K +129 +2%
VIA
461
Vantage Investment Advisors
Pennsylvania
$590K +$501 +5 +0.1%
ATFA
462
All Terrain Financial Advisors
Minnesota
$584K -$38.7K -386 -6%
DJSG
463
D.J. St. Germain
Massachusetts
$584K -$11K -110 -2%
WP
464
WealthSource Partners
California
$583K -$44.2K -441 -7%
HPC
465
HM Payson & Co
Maine
$582K -$671K -6,691 -53%
KCM
466
Kanawha Capital Management
Virginia
$577K -$4.11K -41 -0.7%
AWA
467
Alaska Wealth Advisors
Alaska
$576K – – –
CA
468
Crewe Advisors
Utah
$565K – – –
BA
469
Bristlecone Advisors
Washington
$556K +$311K +3,105 +126%
BAM
470
Belpointe Asset Management
Nevada
$555K +$223K +2,229 +67%
DY
471
Dowling & Yahnke
California
$552K -$13K -130 -2%
PAM
472
Palisade Asset Management
Minnesota
$550K -$4.21K -42 -0.8%
FHC
473
Forest Hill Capital
Arkansas
$547K – – –
NAMP
474
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$544K – – –
TSWM
475
Triangle Securities Wealth Management
North Carolina
$542K – – –
17 18
19
20 21