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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
526
Williams Jones & Associates
New York
$404K – – –
MWM
527
Mascoma Wealth Management
New Hampshire
$404K +$93.4K +970 +31%
YWP
528
YorkBridge Wealth Partners
New York
$402K -$4.62K -48 -1%
CA
529
Cambridge Advisors
Nebraska
$402K +$19.7K +205 +5%
LDB
530
Lee, Danner & Bass
Tennessee
$401K -$3.85K -40 -1%
FA
531
FC Advisory
Pennsylvania
$401K +$1.44K +15 +0.4%
RMAM
532
Raab & Moskowitz Asset Management
New Jersey
$394K -$83.4K -867 -18%
AFM
533
Abbot Financial Management
Massachusetts
$394K +$67.4K +700 +21%
CCMG
534
Clark Capital Management Group
Pennsylvania
$391K +$64K +665 +20%
LWS
535
Lucia Wealth Services
California
$391K +$382K +3,971 New
UR
536
USCA RIA
Texas
$386K -$264K -2,742 -41%
AFP
537
Ausdal Financial Partners
Iowa
$386K -$108K -1,120 -22%
CCT
538
Capital City Trust
Florida
$385K – – –
CCA
539
Clearwater Capital Advisors
Illinois
$383K +$31.3K +325 +9%
WWM
540
Willingdon Wealth Management
North Carolina
$383K +$70.1K +728 +23%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$383K +$37.6K +391 +11%
SFG
542
SNS Financial Group
Minnesota
$382K +$4.43K +46 +1%
SC
543
Searle & Co
Connecticut
$380K – – –
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$376K -$26.4K -274 -7%
BWM
545
BerganKDV Wealth Management
Minnesota
$375K +$2.21K +23 +0.6%
MIM
546
Marco Investment Management
Georgia
$375K +$48.1K +500 +15%
MLL
547
Moody Lynn & Lieberson
Massachusetts
$368K – – –
DWM
548
Dynasty Wealth Management
Florida
$368K +$359K +3,734 New
KC
549
Kingfisher Capital
North Carolina
$367K +$770 +8 +0.2%
CL
550
Cabana LLC
Arkansas
$366K +$357K +3,712 New
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