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iShares Select Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
501
Portland Global Advisors
Maine
$942K -$234K -1,955 -18%
AIP
502
ARS Investment Partners
New York
$941K +$32.1K +268 +3%
IWM
503
IHT Wealth Management
Illinois
$929K +$279K +2,328 +37%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$926K – – –
BC
505
Bartlett & Co
Ohio
$926K – – –
ES
506
Eagle Strategies
New York
$919K +$51.5K +430 +5%
SBL
507
Sargent Bickham Lagudis
Colorado
$917K -$1.56K -13 -0.2%
GC
508
Grimes & Company
Massachusetts
$909K +$3.36K +28 +0.3%
Jane Street
509
Jane Street
New York
$908K +$713K +5,950 +237%
WAG
510
Winthrop Advisory Group
Massachusetts
$904K +$37.4K +312 +4%
SMFG
511
Sumitomo Mitsui Financial Group
Japan
$903K -$229K -1,908 -18%
VCM
512
Viewpoint Capital Management
Washington
$901K +$1.2K +10 +0.1%
APA
513
Astoria Portfolio Advisors
New York
$898K +$122K +1,018 +14%
FWTB
514
First Western Trust Bank
Colorado
$896K -$8.63K -72 -0.9%
RTS
515
Round Table Services
New Jersey
$894K -$55.6K -464 -5%
KPWS
516
Kestra Private Wealth Services
Texas
$894K +$85.7K +715 +9%
KMWM
517
Keudell/Morrison Wealth Management
Oregon
$889K – – –
SSWM
518
Sheets Smith Wealth Management
North Carolina
$888K +$4.79K +40 +0.5%
STCOSD
519
Sageworth Trust Company of South Dakota
South Dakota
$877K +$10.1K +84 +1%
AG
520
Ascent Group
Virginia
$873K -$1.08K -9 -0.1%
CFO
521
CVA Family Office
Colorado
$873K – – –
ABC
522
Associated Banc-Corp
Wisconsin
$869K -$7.79K -65 -0.8%
LC
523
Lindbrook Capital
California
$861K – – –
IBOK
524
Independence Bank of Kentucky
Kentucky
$859K – – –
HWA
525
Heartwood Wealth Advisors
Virginia
$858K +$332K +2,774 +53%