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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
526
Avantax Planning Partners
Iowa
$805K +$15.5K +136 +2%
MPI
527
Mairs & Power Inc
Minnesota
$802K +$847K +7,450 New
BHWM
528
Bar Harbor Wealth Management
New Hampshire
$795K – – –
AIMC
529
Alley Investment Management Company
Illinois
$792K +$2.5K +22 +0.3%
AWM
530
Aprio Wealth Management
Georgia
$787K – – –
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$786K -$56.6K -498 -6%
BFS
532
Bradley Foster & Sargent
Connecticut
$782K – – –
TNB
533
Thomasville National Bank
Georgia
$774K – – –
PGA
534
Portland Global Advisors
Maine
$772K -$45.5K -400 -5%
MWM
535
Modera Wealth Management
New Jersey
$769K -$184K -1,615 -18%
JEST
536
JTC Employer Solutions Trustee
Jersey
$767K – – –
RCA
537
Resonant Capital Advisors
Wisconsin
$764K – – –
RBFC
538
Roman Butler Fullerton & Co
Missouri
$762K +$1.02K +9 +0.1%
DJYG
539
David J. Yvars Group
Florida
$761K -$300K -2,638 -27%
EL
540
EMFO LLC
Florida
$755K +$56.9K +500 +8%
RIA
541
Realta Investment Advisors
Delaware
$751K – – –
CFO
542
CVA Family Office
Colorado
$751K -$91K -800 -10%
OHWP
543
Oak Harbor Wealth Partners
North Carolina
$749K – – –
TW
544
Transform Wealth
Colorado
$746K -$236K -2,071 -23%
HPC
545
HM Payson & Co
Maine
$745K -$85.3K -750 -10%
SWM
546
Spire Wealth Management
Virginia
$740K -$113K -997 -13%
WI
547
Wintrust Investments
Illinois
$740K -$27.6K -243 -3%
CFS
548
CRA Financial Services
New Jersey
$731K +$29.8K +262 +4%
CTC
549
Central Trust Company
Missouri
$727K +$113K +990 +17%
AL
550
Aspiriant LLC
California
$726K – – –
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