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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
476
Private Trust Company
Ohio
$1.14M +$1.21M +9,642 New
TW
477
Transform Wealth
Colorado
$1.13M -$12.5K -100 -1%
SWA
478
Sax Wealth Advisors
New Jersey
$1.13M +$43.9K +351 +4%
OPS
479
Orion Portfolio Solutions
Nebraska
$1.13M -$69.5K -555 -5%
AF
480
Advisornet Financial
Minnesota
$1.12M +$168K +1,339 +16%
OAM
481
Occidental Asset Management
California
$1.11M – – –
IB
482
Intrust Bank
Kansas
$1.1M +$290K +2,316 +33%
HPC
483
HM Payson & Co
Maine
$1.08M +$166K +1,330 +17%
VCA
484
Verdence Capital Advisors
Maryland
$1.07M +$35.3K +282 +3%
SAM
485
SignalPoint Asset Management
Missouri
$1.06M – – –
BBL
486
Beck Bode LLC
Massachusetts
$1.06M -$14.3K -114 -1%
RIM
487
Rockbridge Investment Management
New York
$1.06M -$300K -2,393 -21%
MKA
488
M. Kulyk & Associates
Georgia
$1.05M +$125 +1 +0%
CWM
489
Curi Wealth Management
North Carolina
$1.05M -$4.13K -33 -0.4%
WAM
490
WFA Asset Management
Wisconsin
$1.05M +$1.11M +8,894 New
SWM
491
Sculati Wealth Management
Michigan
$1.05M – – –
HCM
492
HMS Capital Management
Tennessee
$1.04M +$1.11M +8,839 New
PTP
493
Platform Technology Partners
New York
$1.04M +$125 +1 +0%
RTS
494
Round Table Services
New Jersey
$1.04M – – –
PP
495
Patten & Patten
Tennessee
$1.04M +$183K +1,459 +20%
FNB
496
Farmers National Bank
Kentucky
$1.03M +$55.7K +445 +5%
CT
497
Cambridge Trust
Massachusetts
$1.03M +$510K +4,077 +87%
BC
498
Bartlett & Co
Ohio
$1.02M -$16.9K -135 -2%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$1.02M -$16.9K -135 -2%
PAS
500
Park Avenue Securities
New York
$1.01M +$205K +1,639 +24%
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