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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
501
Davidson Trust Company
Washington
$1.11M +$873K +6,512 +368%
IWM
502
IHT Wealth Management
Illinois
$1.1M -$20.2K -151 -2%
CIA
503
Concurrent Investment Advisors
Florida
$1.1M +$283K +2,108 +35%
KMWM
504
Keudell/Morrison Wealth Management
Oregon
$1.09M – – –
GWANC
505
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M -$92.1K -687 -8%
ABC
506
Associated Banc-Corp
Wisconsin
$1.09M +$67K +500 +7%
FCH
507
Freestone Capital Holdings
Washington
$1.09M – – –
MW
508
Marcum Wealth
Ohio
$1.08M – – –
AWM
509
Alterna Wealth Management
Texas
$1.07M +$1.61K +12 +0.2%
LC
510
Lindbrook Capital
California
$1.06M – – –
ICM
511
Islay Capital Management
Texas
$1.06M -$29.4K -219 -3%
BFA
512
Beacon Financial Advisory
Ohio
$1.06M -$16.6K -124 -2%
DW
513
Dodds Wealth
Colorado
$1.05M +$6.44K +48 +0.6%
LT
514
Legacy Trust
Michigan
$1.05M +$54.4K +406 +5%
HPC
515
HM Payson & Co
Maine
$1.05M +$255K +1,900 +32%
WAG
516
Winthrop Advisory Group
Massachusetts
$1.05M -$148K -1,101 -12%
AIC
517
Archer Investment Corporation
Indiana
$1.04M +$402 +3 +0%
CB
518
Cadence Bank
Mississippi
$1.04M +$8.45K +63 +0.8%
KPWS
519
Kestra Private Wealth Services
Texas
$1.04M +$84.2K +628 +9%
CTC
520
Central Trust Company
Missouri
$1.04M – – –
SIMC
521
Squire Investment Management Company
Utah
$1.04M – – –
QCM
522
QRG Capital Management
Illinois
$1.03M -$106K -791 -9%
CA
523
Capital Advantage
California
$1.02M – – –
KCM
524
Kanawha Capital Management
Virginia
$1.02M +$288K +2,145 +39%
GAM
525
Gould Asset Management
California
$1.02M -$39.8K -297 -4%
19 20
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