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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
526
Bingham Osborn & Scarborough
California
$714K – – –
VCM
527
Versant Capital Management
Arizona
$703K – – –
SBH
528
Segall Bryant & Hamill
Illinois
$703K +$55.2K +464 +8%
SAS
529
Sanford Advisory Services
Michigan
$690K +$2.97K +25 +0.4%
LWM
530
Loveless Wealth Management
Montana
$683K -$13.1K -110 -2%
CTC
531
Central Trust Company
Missouri
$682K – – –
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$682K – – –
LWA
533
Lenox Wealth Advisors
New York
$681K +$8.32K +70 +1%
FA
534
Fagan Associates
New York
$674K +$951 +8 +0.1%
BFA
535
Beacon Financial Advisory
Ohio
$673K +$26.4K +222 +4%
IFG
536
Independent Financial Group
California
$672K +$595 +5 +0.1%
SC
537
SouthState Corp
Florida
$667K -$41.6K -350 -6%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$667K +$4.4K +37 +0.7%
HWA
539
Heartwood Wealth Advisors
Virginia
$664K – – –
BW
540
Bison Wealth
Georgia
$662K -$2.5K -21 -0.4%
CA
541
Continuum Advisory
Idaho
$660K +$673K +5,660 New
MPW
542
Monterey Private Wealth
California
$659K -$119 -1 -0%
NCM
543
Neumann Capital Management
California
$658K – – –
CT
544
Cambridge Trust
Massachusetts
$657K -$14.6K -123 -2%
VC
545
Vicus Capital
Pennsylvania
$657K +$595 +5 +0.1%
CBFP
546
Cedar Brook Financial Partners
Ohio
$656K +$140K +1,178 +26%
NFC
547
Northeast Financial Consultants
Connecticut
$648K – – –
TLP
548
Trinity Legacy Partners
Texas
$640K -$598K -5,032 -48%
BAM
549
Brave Asset Management
New Jersey
$637K +$9.75K +82 +2%
DY
550
Dowling & Yahnke
California
$636K -$1.43K -12 -0.2%
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