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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
526
Ledyard National Bank
$931K -$67.1K -573 -7%
BCWM
527
Bartlett & Co Wealth Management
Ohio
$930K – – –
GAM
528
Gould Asset Management
California
$923K -$39.2K -335 -4%
SSWM
529
Sheets Smith Wealth Management
North Carolina
$914K -$57.7K -493 -6%
AWM
530
Axxcess Wealth Management
California
$910K +$12.5K +107 +1%
BHWM
531
Bar Harbor Wealth Management
New Hampshire
$910K – – –
WFA
532
Wellspring Financial Advisors
Ohio
$910K -$211K -1,802 -20%
WIA
533
World Investment Advisors
California
$903K -$346K -2,952 -32%
WI
534
Wintrust Investments
Illinois
$902K +$43K +367 +5%
LWL
535
Leo Wealth LLC
Texas
$895K -$14.5K -124 -2%
CAAS
536
Capital Asset Advisory Services
Michigan
$894K +$12.5K +107 +1%
CIAS
537
CBIZ Investment Advisory Services
Ohio
$892K +$17.7K +151 +2%
BFA
538
Beacon Financial Advisory
Ohio
$892K -$104K -892 -11%
CFP
539
Catalyst Financial Partners
Massachusetts
$889K – – –
TAM
540
Titleist Asset Management
Texas
$880K +$17.1K +146 +2%
CGPCS
541
Capital Group Private Client Services
California
$877K -$1.29K -11 -0.2%
DAS
542
Dynamic Advisor Solutions
Arizona
$875K +$93K +794 +13%
JEST
543
JTC Employer Solutions Trustee
Jersey
$872K – – –
OHWP
544
Oak Harbor Wealth Partners
North Carolina
$869K -$46.7K -399 -5%
TNB
545
Thomasville National Bank
Georgia
$868K -$17K -145 -2%
AWM
546
Aprio Wealth Management
Georgia
$866K -$33K -282 -4%
RCA
547
Resonant Capital Advisors
Wisconsin
$862K – – –
DFG
548
Dupree Financial Group
Kentucky
$854K +$48K +410 +6%
WA
549
Wambolt & Associates
Colorado
$853K -$287K -2,451 -26%
RBFC
550
Roman Butler Fullerton & Co
Missouri
$844K +$586 +5 +0.1%
20 21
22
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